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Ask the Money Doctor
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Jerry F. McCarthy CPA/PFS, CFP®
Jerry McCarthy is president and founder of McCarthy Wealth and Tax Advisors, a seven year old wealth management firm offering both tax and investment management services. Jerry and his firm specialize in personal financial planning, wealth management (asset allocation and portfolio management, retirement and estate Planning; and Tax Preparation & Planning.) McCarthy Wealth and Tax Advisors is a fee-only, registered investment advisory (RIA) firm.
Jerry is a graduate of the University of Cincinnati |
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with a BS in Accounting/Finance and a member of both the AICPA and Ohio Society of CPAs. He has also earned the Personal Financial Specialist (PFS) and Certified Financial Planner (CFP) designations. As a result, Jerry brings a unique blend of both tax and investment expertise to his wealth management clients. |
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The 360 Degrees of Financial Literacy Web site offers general information for managing
personal finances and does not recommend specific financial actions. For financial
advice tailored to your situation, please contact an expert such as a CPA or a personal
financial advisor.