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About Us​

 

Welcome to McKee Asset Management! We are an independent financial firm that has been helping clients establish and achieve their long-term financial goals since 2001.

 

If you're a current client, you will find links to access your account, learn more about us, and view useful resources that can help empower you to become a more knowledgeable investor.

 

If you're not currently acquainted with our firm, we do work by referral only, but we have established this website as a way for you to get to know us and understand how we can help you find financial peace and stability. 

Our Services

 

At McKee Asset Management, we know that all our clients have different priorities and goals, no two client’s situation is identical. We get to know our clients personally, not only so we can help them best achieve their goals but also to provide comprehensive planning.

 

We appreciate your interest in McKee Asset Management and sincerely look forward to serving you.

Contact Us

 

(937) 669-9098

OFFICE LOCATION: 
8 South Third Street

Tipp City, OH 45371​

 

EMAIL:

maggie@mckeeassetmanagement.com

Areas of Practice

© 2020 by McKee Asset Management

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IN,KY,MI,MO,NC,NM,OH,SC,TX,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network. Member FINRASIPC, a Registered Investment Advisor. Privacy Policy© Copyright 2011 - 2019.

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