Dakota
Dakota
Book a Demo
Talk to an Expert

Jim MacKay Financial Planning, LLC

EST. AUM
$176,042,555

CONTACTS
2

CLIENT ACCOUNTS
384

Firm Details

Metro area Kansas City
CRD Number 169583
Website mackayfinancialplanning.com
Client types

Overview

Jim MacKay Financial Planning, LLC is an independent, fee-only investment advisory firm located in Springfield, Missouri. The firm specializes in personal financial planning and investment management, emphasizing a fiduciary standard of care. Jim MacKay Financial Planning is committed to providing transparent, objective advice without conflicts of interest, and it operates under the principles of equality, truth, simplicity, and transparency. The firm serves a diverse clientele across the country, focusing on individuals who seek professional guidance and value independent advice. Jim MacKay Financial Planning aims to explore comprehensive financial planning beyond just investments, ensuring clients receive holistic support for their financial well-being.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy