Why Use McGill Advisors As My Investment Advisor?
With more than 500 clients, located in over 45 states and with over $1 billion under management, McGill Advisors has been a trusted partner of dental professionals since 1999.
We provide value-added financial planning strategies to maximize your net worth, including tax-favored Roth IRA conversions, Health Savings Account investing, and family education investing.
We invest in the same securities we recommend to our clients, which means our own personal success is directly aligned with yours.
We are registered with the SEC and as fee-only advisors have a mandated fiduciary duty to act in your best interest at all times (unlike commission-based brokers). We receive no compensation from any other sources since we do not sell commission products with loads or deferred sales charges.
ERISA 338 Fiduciary
As an ERISA 338 Fiduciary, we assume sole fiduciary liability for the investment selection and monitoring of your company sponsored retirement accounts.