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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

 


LATEST NEWS - The Intersection of Joy and Money Featured at the 2008 YWCA Salute -

LATEST NEWS - The Intersection of Joy and Money Featured at the 2008 YWCA Salute

Mackey’s award winning book “The Intersection of Joy and Money” will be featured at this year’s YWCA 2008 Salute to Career Women of Achievement.  Each of the 2,000 guests attending the luncheon at the Duke Energy Center on Tuesday, April 29th 2008 will receive their very own copy of the book named by Independent Publishers as the “Most Life Changing Book of the Year”.



Cultivating Your Prosperity: Special Under 35 Night

Mackey will be presenting a special Spring Seminar course this season geared to those under the age of 35.  Hear Mackey present “Cultivating Your Personal Prosperity on Monday, May 5th at the conference center at Newport on the Levee in Newport, Kentucky.  This event will begin at 6PM and include a fun and informal dinner.  To RSVP, please contact Pam at 859-331-7755, extension 100 or Pam@CultivatingProsperity.com.



Spring Seminar Series Success

Our Spring Seminar series at the Metropolitan Club in Covington proved to be wildly prosperous.  Over 80 guests attended this season's event titled: Cultivating Your Personal Prosperity.  For information on how Mackey can speak at your event, please contact Pam at 859-331-7755, extension 100 or email her at Pam@CultivatingProsperity.com.



Economic Stimulus Act of 2008 - Click On Me to Learn More
Click On Me to Learn More

Economic Stimulus Act of 2008

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.


WE Celebrate 2007 Women's Business Awards - Keynote Speaker Kay Napier alongside Mackey and Mary Falls, KeyBank.
Keynote Speaker Kay Napier alongside Mackey and Mary Falls, KeyBank.

WE Celebrate 2007 Women's Business Awards

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.


Cultivating Prosperity