At the heart of our firm is a simple belief: financial success starts with trust, expertise, and a personalized approach. As a fee-only, independent advisory firm, we are dedicated to helping individuals, families, and businesses navigate their financial journeys with confidence. Our team of experienced advisors brings decades of knowledge from our time together and a steadfast commitment to doing what’s best for our clients always. From tailored wealth management strategies to holistic financial planning, we are here to help you grow, protect, and secure your legacy.
McCloskey & Associate is a fee-based fiduciary wealth management firm that provides comprehensive financial services tailored to affluent individuals, including business owners, corporate executives, professional athletes, and entertainers1. The firm was founded in January 2007 by Bill McCloskey, who brings over three decades of experience in the financial industry.
The company’s approach is characterized by:
McCloskey & Associate aims to simplify their clients’ financial lives, allowing them to focus on what matters most to them while working towards their long-term financial goals. The firm’s commitment to excellence, trust, and long-term relationships has made it a trusted name in the financial advisory industry
At McCloskey & Associate, we partner with driven individuals and businesses who value strategic financial decision-making. By entrusting us with their financial management, they can simplify their lives and focus on what matters most.
We share a commitment to excellence with our clients, who expect high-level service, expertise, and dedication. They choose to outsource their financial management to our team of professionals, benefiting from our collective knowledge, experience, and personalized attention.
Our clients value long-term relationships built on trust, mutual benefit, and a deep understanding of their unique circumstances and goals. They seek guidance from a trusted advisor who can provide knowledgeable, unbiased advice tailored to their specific needs.
We take pride in serving our clients and building lasting relationships based on excellence, trust, and shared commitment. Our goal is to help them simplify their financial lives, achieve their goals, and enjoy peace of mind.
Brings over three decades of experience to the financial industry. His journey began in November 1987 when he was recruited into the world of financial advisory by a close friend. Over the years, Bill honed his expertise and deepened his commitment to helping clients navigate the complexities of fiduciary wealth management.
In January 2007, he founded McCloskey & Associates as a fee-based fiduciary advisory firm dedicated to a single mission: assisting clients in growing and safeguarding their wealth through advanced planning strategies. As a seasoned wealth advisor and the driving force behind the firm, Bill’s vision is to provide comprehensive financial solutions for each client’s unique needs. His unwavering dedication to this goal has made McCloskey & Associates a trusted name in the financial advisory industry, helping clients achieve their economic aspirations and securing their future.
Our objective is to help build, manage, and preserve our clients’ wealth, allowing them to meaningfully integrate life and wealth. We think of the financial planning and fiduciary wealth management process as a continually evolving need. We pay attention to the small details as it leads to more sustainable outcomes for our clients. We measure our success by how well our clients’ progress in achieving their personal goals – not market performance.
At McCloskey & Associates fiduciary wealth management, we are committed to our role as a trusted fiduciary wealth management firm and financial advisor. Our mission is to empower our clients with comprehensive, tailored solutions that guide them toward financial success and security, enriching their lives and securing their future.
McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.
