Ask the Money Doctor

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

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.