We provide financial services for many various finance services including cash flow and investment management, tax planning, insurance, and disability planning amongst various others including educational planning, retirement and estate planning.

About The Firm

The guiding principle of John T. McCarthy, LLC is to provide quality, consistent, and objective financial planning services for individuals and families. We help them realize their financial dreams by Creating Financial Options through the exclusive practice of Fee-Only Personal Financial Planning.

Anyone in today's business climate appreciates that any personal service firm's most precious asset is people, both the professionals in the firm and the firm's clients. We invite you to review John T. McCarthy III's personal credentials and to request the ADV which identifies him as a Fee-Only financial planner.

We are dedicated to treating each one of our clients with the respect and individual attention they deserve.

You will find the same thoughtful service first attitude at both of our offices, located in the Midwest and on the west coast. We are licensed in Washington and Ohio only.

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John T. McCarthy, LLC is a registered investment adviser in the State of Washington and Ohio. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.