At Mackey Advisors we believe purchasing financial services is one of the most important decisions of your life. When you make that purchase, we believe you deserve someone who advocates for you.
According to the Merriam Webster dictionary, an advocate is someone who supports or promotes the interest of another.
At Mackey Advisors that is exactly what we do. We support our clients in achieving prosperity, as they define it. Simple, yes. Easy, not always.
In order to be an advocate, our financial relationship has to be clear and transparent. This means clients pay us for our work. If instead we were to be compensated by the products we recommend, we could not be an advocate. It is impossible to serve two masters!
Our transparency frees us to make choices and recommend actions that are strictly in our client’s best interest. As a client, this means you have the peace of mind knowing we are only serving you, not the financial product or security we are recommending.
Most financial services providers set minimums to get in the door. You have to have 1, 2 or 3 million dollars of manageable assets before you can work with XYZ firm. This creates an aura of exclusivity and makes is an accomplishment to make their client list.
At Mackey Advisors we are exclusive too, but in our own unique way. We only work with clients who value the same things we do. Transparency, advocacy, celebration of each person’s uniqueness and conscious choice, these are the criteria for our exclusivity.
Our team comes to work every day loving what they do and it shows. We have a 96% client retention rate.
We are accepting new clients. If you meet our exclusive criteria, we would love to hear from you and talk about how The Prosperity Experience® can work in your life.