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Serve First. Serve Always. 


We strive to have our clients, their families, and our entire community be able to live fuller, more meaningful, and
purpose-driven lives because of what we do for them. 

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• EXISTING CLIENTS •

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​CLIENT ACCESS​  

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Recent Articles

With ever-changing times, we make sure to stay on top of financial trends and changes. We provide updated articles with recent news and helpful tips to keep you aware! View our most recent article!
 

Most Recent Article

Which College Savings Plan is Right for you? 

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life.

But making that commitment to save is just the first step. Next, you must decide on the right savings plan—a 529 plan, a Coverdell Education Savings Account, or a custodial account—a decision that should not be made lightly. These account types differ in ways both big and small, and choosing the best option for your situation requires a careful analysis of each.
 

​VIEW ARTICLE​ 


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The Independent Market Observer

Commentary from Commonwealth's Chief Investment Officer

Brad McMillan is the chief investment officer at Commonwealth Financial Network®, the nation’s largest privately held RIA–independent broker/dealer. He is the primary spokesperson for Commonwealth’s investment divisions. Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy as a whole for a range of media, including the Wall Street Journal, CNBC, CNN International, Barron’s, and Bloomberg News.

Brad has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. He has started and run several companies and has traveled around the world. In his free time, Brad reads extensively in history, math, and science and plays very bad golf.

This blog is aimed at the general investor, with a special focus on Commonwealth’s financial advisors and their clients. 

 

​VIEW BLOG​ 


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Find Out the Top 10 Most Common Retirement Questions!


​GO TO TOP QUESTIONS​ 
 


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What to Ask When Choosing a Financial Planner.



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• NEW TO US •

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Upcoming Interactive Workshops:

Those who are within five years of retirement or currently retired will likely benefit from our interactive workshops and is encouraged to attend! No products will be discussed.

Upcoming Workshop Dates

  • Tuesday, September 18, 2018 | 5:00-8:00 PM | Der Dutchman, Plain City
  • Wednesday, September 19, 2018 | 5:00-8:00 PM | Homecoming Restaurant, Bellefontaine
  • Tuesday, September 25, 2018 |  5:00-8:00 PM | Der Dutchman, Plain City
     

*Please reserve your space by calling toll-free 877.738.9871 and speaking with Tony, ext. 2014.

 

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Better Tomorrows

Who We Help

At McCarthy & Cox, our goal is to help our clients secure the financial future they desire. We work closely with our clients to develop a financial strategy that takes their 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. 
 

What to Expect 

You will work directly with our advisors to ensure your financial needs are recognized. Tom McCarthy, Jim Cox, Ryan Mickelson, and Mark Finney 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 plan. 

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.

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