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Michael McCamy, CRPC® conferred by College for Financial Planning​

Michael McCamy, CRPC® conferred by College for Financial Planning​

Senior Vice President

To schedule an appointment please contact: 
Client Services Director: Allison Davies

“I am dedicated to assisting clients in making informed decisions in their financial lives, keeping ‘what is best for the client’ at the forefront of my observation and analysis.”

  • Financial planning services for pre-retired and retired individuals, business owners, families
  • Investment management - asset allocation, investment selection, evaluation, adjustment
  • Cash management - analysis of cash flows
  • Risk management through insurance - life, long term care, disability
  • Estate planning - distribution management, legacy
  • Assisting clients in identifying financial goals and objectives while managing wealth in accordance with time horizons and risk
  • Able to work in tandem with attorney, accountant, tax preparer and other members of clients’ wealth management teams for more complex issues

After starting his career in the automotive industry with General Motors Corporation and retail dealerships, Michael sought the opportunity to pair his enjoyment of helping people with his business acumen. His search led him to the financial industry in 1992, and he has never looked back. Michael takes a holistic approach toward financial planning, addressing many interrelated factors to enable more informed decision-making. Because Michael and his team are not subject to proprietary quotas or minimums, their only objective is that of the client. In addition to holding a BS in Business Administration from Northwood University, Michael is committed to his clients and practice of pre-retirees and retirees by staying current with industry knowledge. Michael completed course work in 2014 and acquired the designation of CRPC – Chartered Retirement Planning Counselor. Michael also is a longstanding member of the FPA – Financial Planning Association. He is married with two adult children, a resident of Saratoga Springs, and enjoys golf, gardening, skiing, and travel.