Mackey Advisors™: CPA's and Wealth Advisors serving the Tri-State community for over 25 years.

We deliver our services with care and concern. We provide a joyful and engaging experience for our clients and team. Our goal is to contribute to the forward movement of our community, and to live our values through our work 

Our Services Include:

Wealth Management Services                                 
Prosperity Planning

Socially Responsible Investment Management        
Fee-Only Financial Planning                                    

CPA Services
Income Tax Planning & Preparation
Shared Controller™
Small Business Consulting

Whether you support our recently passed stimulus package or not, hear from our very own Barry Williamson to learn what it could mean for you.

On December 13, 2007 Mackey received the Runner Up award for The Best New Product or Service of the Year from the WE Celebrate awards of the Cincinnati USA Regional Chamber. Prosperity Planning® was a co-creation with investment advisor, Andrew Pulsfort. They realized that four out of ten people age 55 or older had less than $100,000 in savings for retirement!  They began to implement their Prosperity Planning methodology in February 2006. Clients were encouraged to become actively involved in the planning process through goal setting, revisions and learning financial data and annual reviews. In the 20 months since implementation, plan activity increased 340 percent compared to the prior three year period.

Advisory services offered through The Wealth Advisory Team, LLC, a registered investment advisor.