Who We Are

Who We Are

McCarthy & Cox will put our clients’ interests before our own by providing clear, independent advice and guidance. 

Retirement Done Right

We strive to have you, your family, and our entire community be able to live fuller, more meaningful, and purpose-driven lives because of what we do.

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Better Tomorrows

At McCarthy & Cox, our goal is to help you secure the financial future you desire. We work closely with you to develop a financial strategy that takes your unique needs into consideration. We will ensure that your goals are defined, offer you the right financial guidance, and help you navigate the path toward better tomorrows.

Jim Cox, Ryan Mickelson, Mark Finney, Megan McCarthy Collins and Quinn Mickelson are CERTIFIED FINANCIAL PLANNER practitioners. As such, they adhere to the comprehensive planning process endorsed by the College of Financial Planning. Considering each client’s financial challenges, our advisors have successfully provided the much-needed solutions for our clients, ensuring they are confident in their plans.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Schedule a Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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