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Timothy James McGuire

Wealthcare Advisory Partners LLC

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About Timothy James McGuire

Timothy McGuire is a financial advisor with Wealthcare Advisory Partners LLC. Timothy McGuire has been in the financial industry for over 30 years and specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Previously, Timothy McGuire was registered with Hackett Associates, Inc. and Lincoln Financial Advisors Corporation. He holds Series 6, 7 and 63 licenses and is also a Certified Financial Planner. Timothy McGuire has a long and successful career in the financial services industry, providing advice and guidance to clients on their financial goals.

Firm Information

Timothy McGuire is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy McGuire’s Registration & Firm History

PA

03/13/2024 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

PA

01/15/1997 - 08/16/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

IN

03/21/1994 - 12/12/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

03/21/1994 - 12/12/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MD

12/23/1991 - 01/07/1994

CALVERT SECURITIES CORPORATION (BETHESDA MD)

PA

03/14/1990 - 12/31/1991

AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)

GA

05/26/1983 - 03/14/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/17/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/1994

Series 7 - General Securities Representative Examination

BC

Issued 05/25/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James McGuire.
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