McBee Advisors

About Our Firm

McBee Advisors, Inc. is an investment and financial planning firm serving clients in Bellevue, Washington and Glendale, Arizona. Founded in 2004 by partners W. David McBee & Seth D. McBee, we believe in prioritizing personalized service, smart investing, and long-term goals to empower our clients to achieve financial success.

Our Mission

Our core objective is to be your trusted advocate and guide in navigating the complexities of financial planning. We take the time to understand your individual story, goals, and aspirations to develop a customized plan that aligns with your unique circumstances. We believe in empowering you to make informed financial decisions that will contribute to a richer life.

Our Expertise

Our team of experienced professionals offers comprehensive expertise in:

• Investment planning: We develop and manage diversified portfolios tailored to each client's risk tolerance, goals, and aspirations.
• Wealth management: We provide ongoing guidance and oversight to ensure your financial plan remains effective over time.
• Retirement planning: We help you maximize your retirement accounts and navigate complex regulations to ensure you achieve optimal outcomes.
• Estate planning: We work with you to create a comprehensive estate plan that protects your assets and ensures your wishes are honored.

Our Commitment

At McBee Advisors, Inc., we are dedicated to:

• Personalized service: We treat each client like family, taking the time to understand your unique situation and financial goals.
• Transparency: We offer clear and concise explanations of our processes, fees, and any potential risks associated with your financial plan.
• Constant communication: We believe in regular communication and feedback to ensure you remain informed and empowered throughout the process.