McCloskey Financial Group

Financial Advisory Servicesmccloskeyfinancialgroup.com

McCloskey Financial Group is a privately held Philadelphia-area financial advisory firm, founded in 1969, that provides integrated retirement, estate, education, insurance, budgeting, and investment management services to individual investors and families through registered representatives affiliated with Nations Financial Group, Inc.

Company typePrivate
Founded1969
HeadquartersWayne, United States
Headcount1–10
GTM typeB2C
OfferingServices

What McCloskey Financial Group does

McCloskey Financial Group is a privately held, independently operated financial advisory firm founded in 1969 and headquartered at 115 Bloomingdale Avenue, Wayne, Pennsylvania, serving individual investors and families in the Philadelphia metro area. The firm delivers a six-module integrated advisory offering — Retirement Planning, Estate Planning, Family and Education Savings, Insurance Solutions, Budgeting and Cash Flow Analysis, and Investment Management — through a consultative four-step process (Identify Goals, Develop Plan, Implement Strategies, Evaluate Progress). Investment management encompasses traditional equities and fixed income alongside alternative investments such as hedge funds and private capital.

The firm's core technology is a financial planning and investment management advisory services platform rather than a proprietary software product; client access is delivered through integrated portals with Charles Schwab, First Clearing (Wells Fargo), and eMoney. Securities and advisory services are technically offered through Nations Financial Group, Inc. (NFGI), a FINRA/SIPC-member registered broker-dealer and investment adviser, under which all eight of the firm's named representatives (Andrew McCloskey, Maureen Kozak, Scott d'Entremont, Carol Mayhart, Ryan Tomkinson, Edward Munch, Elizabeth Pagano, and Ben Sheridan) are registered; McCloskey Financial Group is a separate, non-affiliated entity.

The business model is sales-led and relationship-driven, with revenue derived from advisory fees and commissions on client assets coordinated through NFGI, generated by a small team (1-10 employees) targeting a horizontal persona segment of individuals and families across life stages. Pricing is not publicly disclosed and is negotiated per engagement, and the firm's distribution is regional, relying on referrals, its website, LinkedIn, and Facebook for top-of-funnel presence. There is no disclosed venture, private equity, or institutional ownership, and no evidence of funding rounds, acquisitions, or expansion beyond the single Wayne office.

McCloskey Financial Group firmographics

Firmographics

Name: McCloskey Financial Group
Legal name: McCloskey Financial Group
Website: https://mccloskeyfinancialgroup.com
Company type: Private
Founded year: 1969
Operating status: Operating
Headcount range: 1–10 employees
Short description: McCloskey Financial Group is a privately held Philadelphia-area financial advisory firm, founded in 1969, that provides integrated retirement, estate, education, insurance, budgeting, and investment management services to individual investors and families through registered representatives affiliated with Nations Financial Group, Inc.
Ownership category
akta.pro rank

McCloskey Financial Group industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industry: Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

Retirement planning
Estate planning
Investment management
Financial advisory
Insurance solutions

Where McCloskey Financial Group is headquartered

Location

Headquarters

HQ city: Wayne
HQ country: United States
HQ region: North America

Offices1 record

Markets served

McCloskey Financial Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

Securities and Advisory Services: Securities and advisory services are offered through Nations Financial Group, Inc. (NFGI), a registered broker-dealer and investment adviser. Registered representatives including Andrew McCloskey, Maureen Kozak, Scott d'Entremont, Carol Mayhart, Ryan Tomkinson, Edward Munch, Elizabeth Pagano, and Ben Sheridan provide investment management and advisory services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

McCloskey Financial Group product offering

Product offering

Core offering

McCloskey Financial Group is a privately held financial advisory firm that provides personalized retirement planning, estate planning, family and education savings, insurance solutions, budgeting and cash flow analysis, and investment management services. The firm follows a structured four-step process (Identify Goals, Develop Plan, Implement Strategies, Evaluate Progress) and delivers securities and advisory services through Nations Financial Group, Inc. (NFGI). Services are aimed at individuals and families in the Philadelphia metro area navigating life-stage financial decisions.

Product overview

McCloskey Financial Group offers a single, unified financial advisory service with six integrated planning modules delivered through a personalized, client-centered approach. The core offering combines Retirement Planning, Estate Planning, Family and Education Savings, Insurance Solutions, Budgeting and Cash Flow Analysis, and Investment Management into a coordinated financial strategy. The investment management component encompasses traditional assets (equities, fixed income) plus alternative investments (hedge funds, private capital), while the planning modules address the full spectrum of financial lifecycle needs from savings and budgeting to estate preservation and insurance protection.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Planning

Companies that use McCloskey Financial Group

Customer profile

Segments1 record

Ideal customer profiles1 record

McCloskey Financial Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

McCloskey Financial Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

McCloskey Financial Group competitors and assessment

Company assessment

Broad incumbents

Carson Group: National RIA platform and partner-firm ecosystem providing wealth management, financial planning, and retirement/insurance strategies through affiliated advisors. Comparable comprehensive life-stage service menu and consultative advice model.
Mercer Advisors: National RIA delivering integrated financial planning, investment management, and retirement/estate/insurance solutions to households nationwide. Comparable comprehensive life-stage service offering, though at materially larger scale.
Edward Jones: Large national brokerage/financial advisory delivering retirement planning, investment management, and insurance solutions to individuals and families through a branch-based advisor network. Comparable target client (mass-affluent households) and consultative life-stage planning approach.
Hightower Advisors: National RIA and advisor platform supporting breakaway and independent advisors with comprehensive wealth planning and investment services. Comparable on being an independent planning-led firm, though operating at much greater scale via partner firms.
Mariner Wealth Advisors: Large national wealth advisory offering financial planning, investment management, estate, tax, and retirement services to households and business owners. Comparable on integrated planning-and-investing menu for mass-affluent and HNW clients.
Creative Planning: Large, nationally scaled RIA delivering comprehensive financial planning, investment management, and estate services to households nationwide. Comparable on planning-led RIA model and broad life-stage service menu, though far larger and multi-location.

Direct peers

Wescott Financial Advisory Group: Mid-sized Philadelphia-based wealth advisory firm offering integrated investment management, retirement, estate, and tax planning to households and business owners. Comparable on geography, client segment, and full-service planning model.
Halbert Hargrove Global Advisors: Independent, fee-only RIA of broadly similar size and profile that provides comprehensive financial planning, investment management, and retirement/estate advisory to individuals and families. Highly comparable as a small-shop planning-led practice delivering integrated lifetime planning services.

Emerging players

Vanguard Personal Advisor Services: Vanguard's hybrid digital-plus-human advisory service combining low-cost passive portfolios with dedicated CFP advisors for households' retirement, investment, and planning needs. Comparable on serving mass-affluent households seeking advisors + planning, with a digital-first differentiation that threatens traditional local practices.

Regional players

CommonWealth Wealth Management: Mid-sized independent wealth management firm in Pennsylvania providing comprehensive financial planning, retirement, estate, and investment management to individuals and business owners. Comparable on geography, planning-led multi-module offerings, and client segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

McCloskey Financial Group compliance and trust

Trust signal

Compliance2 records

McCloskey Financial Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

McCloskey Financial Group leadership team

Management profile

Number of profiles

Profiles8 records

McCloskey Financial Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

McCloskey Financial Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McCloskey Financial Group

What does McCloskey Financial Group do?

Is McCloskey Financial Group a public or private company?

McCloskey Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was McCloskey Financial Group founded?

McCloskey Financial Group was founded in 1969. It employs 1 to 10 people.

Where is McCloskey Financial Group based?

McCloskey Financial Group is headquartered in Wayne, United States, in the North America region.

How does McCloskey Financial Group make money?

One revenue line is on record: securities and Advisory Services.

Who are McCloskey Financial Group's main competitors?

Broad incumbents on record are Carson Group, Mercer Advisors, Edward Jones, Hightower Advisors, Mariner Wealth Advisors and Creative Planning. Direct peers are Wescott Financial Advisory Group and Halbert Hargrove Global Advisors. Vanguard Personal Advisor Services is listed as an emerging player. CommonWealth Wealth Management is listed as a regional player.

Does McCloskey Financial Group have an API?

No public API is recorded for McCloskey Financial Group.

What industry is McCloskey Financial Group in?

McCloskey Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.