Meet Mike.

Michael B. McGinley CFP®
Michael B. McGinleyCertified Financial Planner CFP®

“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.”


  • 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


  • 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


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