A Family Business for the Business of Families

For 40 years, McRae has been helping families like yours invest and plan wisely.

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Global Investments with a Personal Approach

It’s important to know your investment advisor. Our relationships are based on two fundamental precepts: consistent performance and personal trust.

We're in the Business of Making your Financial Life Better

We’ll help you plan wisely no matter what stage of life you’re in.

mom holding baby feet
Life Stages


Welcome to the world! Here's to a long life of financial security and good health. However, life will most likely throw you curve balls along the way. Working with an experience investment professional like McRae can help you manage these obstacles successfully.
girl with yellow shirt holding school books in front of building
Life Stages


Out of the house at last! College is so much fun...Student loan payments and credit card debt are tomorrow's problems. Right? With a little planning and some new habits, you can start now painlessly setting yourself up for a safer, happier, stress-free future.
red haired woman working in front of a computer
Life Stages

First Job

How are you supposed to contribute to your 401-k when you're scrambling to make ends meet? Maybe after your next raise... There's a lot to learn when you're on your own: taxes, personal credit, insurance, paying bills. McRae can help you understand it all.
couple kissing on wedding day
Life Stages


House and car payments, utility bills, and all the other family costs make it hard to save and plan. There will be time for that later, right? We can help you handle the financial hits like a house and a wedding, and help set your new family up for long term success.
husband holding wife's pregant belly
Life Stages

Having Children

Babies are a handful, and you know there's no money to set aside for college funds now-but you're worried about tomorrow coming up fast. Expanding insurance, saving for college, and controlling new expenses are a few of the critical details good planning can help you handle.
elderly couple hugging
Life Stages


How do you know when it's the "right time" to retire? To take Social Security? Is what you've saved enough? What if the market crashes? Retirement is a complex and personal decision, but we can help you organize your investments for a lifetime of stability and security.
grandfather with granddaughter
Life Stages

Estate Planning

You don't want your lifetime of hard work taxed and whittled away. How can you preserve family wealth for the next generation? McRae can bring decades of experience to bear when considering trusts, updating wills, avoiding unnecessary taxes, and much more.
elderly woman talking to granddaughter
Life Stages

End of Life Planning

How can I lessen the emotional and financial burden on my family in my final days? From selecting an assisted living facility to choosing a healthcare representative, we can help you make confident, dignified end of life decisions.


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