Michael B. Mcginley CFP®

Michael has been passionately dedicated to assisting his clients in working towards their financial goals and dreams since the turn of the century.  As a Certified Financial Planner, he has provided truly holistic advice using a fiduciary standard encompassing tax, financial, estate, insurance, and retirement planning long before it became fashionable to do so.  He has helped hundreds of clients retire, facilitated the sale of numerous businesses, and assisted in the transfer of wealth to future generations.

Since Co-Founding Wealthnest Planners, Michael has been instrumental in the evolution of the firm’s proprietary Nestology process.  He believes in telling his clients what they need to hear about their finances, not what they want to hear.   He believes, “The only thing that is constant is change.  Your financial plan needs to continue to evolve as your life and the world changes around us.”

Michael graduated from Northern Arizona University with a Degree in Accounting, and became interested in financial planning while working in a bank in college.  He is happiest when interacting with his clients, especially when diving in to complex financial topics.  Michael is married to his college sweetheart and is immensely proud of his two children.  He enjoys being outside in the mountain air while Snowboarding and the intensity of a good Crossfit work out.

“Pursue what is meaningful, not what is expedient”

Experience

  • Co-Founder of Wealthnest Planners LLC & Wealthnest Tax Services LLC
  • Over 10,000 tax returns prepared (not a service provided by LPL Financial)
  • 20+ years in tax and Financial Services

Education

  • NAU-School of Business; BS – Accountancy
  • Boston University Center for Professional Education, CFP® Practitioner
  • Series 7, Series 24, Series 66
  • Life and Health Insurance Licensed
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Personal

  • Lucky husband of an incredible wife
  • Father of two active kids
  • Cardinals season ticket holder 
  • CrossfitSnowboarder
  • Glass is always half full