Lee McCauley is a seasoned financial services professional who works with a diverse clientele including successful individuals, families, professionals, entrepreneurs and executives. Lee is experienced in helping people who don’t have the time or inclination to immerse themselves in the daily investment process to build, manage and preserve their wealth. Among the relationships Lee has developed over the years are many families that span up to four generations.

Lee takes the time to understand each client and help them realize their personal and deeply held aspirations, such as building and maintaining a comfortable retirement income, legacy planning, or support for a charitable organization. Having weathered several market cycles, Lee applies a disciplined approach to help clients ignore short-term market distractions and remove the emotions associated with their finances. He works to understand their complete financial picture, assess their specific financial and life goals, then create and deliver practical yet specific strategies. Providing outstanding service is the most important thing Lee provides and his goal is to bring continuity, accessibility and transparency every day to work with clients. Regardless of the size of the task, his mission is to be the first call they make for all of their wealth management needs.

Lee co-founded McCauley Financial, LLC in 2017 after 33 years of experience at Merrill. He earned the Chartered Retirement Planning Counselor designation from The College For Financial Planning in 2009. Lee is a proud alumnus of Michigan State University where he graduated with his Bachelor’s Degree in Business in 1978. Lee and his wife Mary live in Stow and are proud of their 3 children - Erin, Ryan, and Evan - and their 3 grandchildren - Brady, Declan, and Owen. Lee and Mary enjoy golfing, traveling, and spending time with their growing family.