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Building your family’s financial legacy

At Accordant Advisory Group we combine generations of experience with a modern vision to provide steadfast financial guidance. Explore our insights on the markets, retirement, and building lasting wealth.

Your Vision, Our Expertise.

Navigating your financial journey requires more than just a map; it requires a partner who understands the terrain. At Accordant Advisory Group, we believe that effective wealth management is built on the foundation of a lasting relationship. With over 30 years of seasoned expertise, David McKee provides the steady hand and comprehensive wisdom needed to protect your legacy. Our approach is never one-size-fits-all. We offer balanced, sophisticated guidance tailored specifically to where you’ve been and exactly where you want to go.

Retirement Planning

Whether you are just starting to save or are nearing retirement, we can help you build a clear roadmap. We help you answer critical questions like “How much do I need to save?” and “When can I retire confidently?”

  • 401(k), 403(b), and IRA Analysis
  • Retirement Income Strategies
  • Social Security & Medicare Optimization

Investment Management

We build and manage diversified investment portfolios designed to achieve your objectives while aligning with your comfort level for risk. Our disciplined process keeps your long-term goals in focus, not short-term market noise.

  • Tax-Efficient Investing Strategies
  • Personalized Portfolio Construction
  • Risk Tolerance Assessment

Wealth & Legacy Planning

Protecting and transferring your wealth requires careful planning. We work with you and your other professional advisors, such as attorneys and accountants, to ensure your legacy is secure.

  • Estate Plan Review
  • Charitable Giving Strategies
  • Family Financial Education

Financial Planning for Business Owners

We understand the unique challenges and opportunities that come with running a business. We provide specialized advice to help you integrate your personal and business financial lives.

  • Succession Planning
  • Retirement Plans for Small Businesses (SEP IRA, SIMPLE IRA)
  • Cash Flow Management