Mike McNamee,

Mike is a Certified Financial Planner® professional, committed to upholding the highest standards of ethics, education, and client care. He specializes in delivering deeply personalized financial planning, taking the time to understand each client’s unique goals, values, and evolving needs. His approach is both comprehensive and collaborative—ensuring clients feel informed, empowered, and supported every step of the way.

Mike is especially skilled at uncovering hidden risks that may impact a client’s financial future— whether related to taxes, estate planning, business continuity, or life transitions—and proactively addressing them before they become obstacles.

As a Certified Exit Planning Advisor (CEPA), Mike helps business owners strategically grow and transition their companies. He leverages his financial planning expertise to align business value with personal financial goals, guiding clients through complex decisions with clarity and confidence.

Mike is an active leader in the professional community. He previously served on the executive committee of the Alliance of Merger and Acquisition Advisors (AM&AA) and the National Association of Divorce Professionals (NADP) Austin Chapter. Through this network, he helps clients build the right team of trusted professionals—especially CPAs and attorneys—to support their financial and legal needs during major life transitions.

Originally from New York, Mike provides wealth management services to clients across the country, building lasting relationships and delivering meaningful financial outcomes.