About McCarty Wealth
Our mission is simple: to empower you to make sound financial decisions.
Certified Expertise
Led by a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC).
Reliable Industry Experience
Extensive experience managing retirement savings plans for companies like Northrup Grumman, Publix, Lockheed Martin, and L3Harris.
Tailored Approach
From tax-efficient accumulation and distribution strategies to strategic Roth conversions, we focus on solutions tailored to your unique needs.
Deep Experience in Private Wealth Division: Meet Luke McCarty
For those with $5 million or more in investable assets, our Private Wealth Division offers a concierge-level approach with customized strategies to preserve, grow, and transfer wealth across generations. Our advanced planning services include estate tax minimization, charitable giving strategies, and exclusive investment opportunities such as private placements, pre-IPO investments, private equity, hedge funds, real estate, venture capital, and private credit solutions.
Luke McCarty is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) dedicated to helping individuals and families make sound financial decisions. With a passion for empowering clients to achieve their financial goals, Luke specializes in providing comprehensive financial planning services encompassing tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance strategies.
Luke’s expertise is built on a solid educational foundation. He holds bachelor’s degrees in both accounting and finance from Missouri Southern State University, supplemented by coursework completed at University of Texas at Dallas and University of North Texas. His commitment to ongoing professional development ensures that he stays up-to-date with the latest industry trends and strategies, allowing him to provide tailored solutions that meet his clients’ unique needs.
With a genuine desire to help others, Luke takes a holistic approach to financial planning, understanding that each client’s circumstances are unique. By taking the time to listen and understand their goals, he develops personalized strategies that align with their long-term vision. His meticulous attention to detail and analytical mindset enable him to uncover opportunities for optimizing wealth, minimizing tax liabilities, and mitigating risks.
Beyond his professional endeavors, Luke finds joy in various activities outside the office including coaching youth sports. He cherishes quality time spent with his wife, Stacy, and their three children, Jack, Graham, and Nate.
With over 25 years of experience in the financial services industry, I’ve built my career on a foundation of strong client relationships, operational excellence, and a genuine passion for helping people succeed.
As an Operations Manager, I specialize in creating smooth, efficient processes that not only support business goals but also enhance the client experience at every touchpoint.
Throughout my career, I’ve worn many hats—from managing teams and streamlining workflows to navigating regulatory requirements and fostering long-term client trust. What drives me is simple: building relationships that last and delivering service that makes a difference.
Building Trust Through Excellence: Meet Susan Chancery
With over 25 years in financial services, Susan Chancery has mastered the art of combining operational expertise with genuine client care. As an Operations Manager, she’s dedicated to creating seamless processes that strengthen relationships, ensure compliance, and elevate the client experience. Click on the the bio to learn more Susan’s journey and approach.
Every Step Of The Way
Our Core Values
Integrity
Transparent, client-first advice.
Education
Simplifying financial complexities for better decision-making.
Excellence
Providing actionable strategies that add real value.
