McKinney Wealth Management

Feb 2025

Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too!

Feb 2024

As a partner in a CPA firm, we are constantly seeking reliable wealth management firms for client referrals. McKinney Wealth Management has consistently proven to be a trusted resource for their clients. Their commitment to reliability, coupled with a wealth of experience in various financial products, most recently 401k plans, has been incredibly valuable to our firm. I've worked with Steven often and he is a consummate professional. I can't recommend MWM enough!

Nov 2021

The team at McKinney Wealth Management are both personable and professional, and they have earned my trust. Their approach to investment management is sound, and I feel confident that they have my family’s best interest at heart. I highly recommend them to anyone seeking financial advice to achieve their long-term goals.