Who We Are

Our Heritage

From the early days of his professional career as a certified civil engineer, our founder Matthew H. McCloskey IV envisioned himself as a builder. Matt was influenced at an early age by his grandfather, Matthew H. McCloskey Jr., the owner of a nationally prominent construction company and who later became the U.S. Ambassador to Ireland. In 1969, Matt IV entered the financial services industry to build his own distinguished enterprise. In the nearly fifty years since it was established, McCloskey Financial Group has been building relationships with its clients while helping them achieve their financial goals. Now as a team of ten financial professionals, the Firm offers a full array of wealth management services, including investment management, investment planning, and insurance advisory services for individuals, business owners, as well as multi-generational families. We pride ourselves on providing our clients with personalized service, unbiased advice, and bespoke investment management solutions.  

What We Do

McCloskey Financial Group serves individuals, families, organizations, and businesses in many areas of investment planning.

At McCloskey Financial Group we help optimize your greatest gifts: your financial assets, your time, and your talents. Our sound investment advice will help grow your assets. Our comprehensive service will give you back your time—affording you the opportunity to nurture and share your talents.

In this way, our approach goes beyond customer-service. Empowering you to focus on what you do the best is our contribution to our community and world.

Whether you are looking for a comprehensive fresh start or interested in a second opinion, we welcome you to meet with us. We look forward to getting to know you.

Investment and Retirement Planning
Our Envision® process helps you establish goals and priorities and develop a plan to get you there.

Insurance Strategies
Solutions to help create leverage, build liquidity, and protect income.

Family and Educational Savings
Planning and financial management for you family's needs, such as education costs, assisted living, and future health care costs.

Financial Organization
Our organizational program will help you gather and file all your essential documents in an orderly manner.

Estate Planning
We work with estate planning professionals to preserve your estate for your intended heirs.

Budgeting and Cash Flow
Savings-focused budgeting and liquidity management to help maximize investment growth.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Why We Do It

Our Clients

If you want to know more about a company, get to know its clients. McCloskey Financial Group clients are dedicated to their families, excel in their professions and are exemplary community volunteers and leaders. With a secure vision of their future, they lead busy and purposeful lives.

It is not by coincidence that our clients share a value-based approach to life. It is by design. MFG is selective about establishing new client relationships. We believe our clients form more than a list of accounts; they are a community of people who inspire others.

What We Believe

HAVE faith... BE HONEST... do UNTO OTHERS...
trust IS EARNED... SHARE YOUR talents...
PUT first things first...

These are our core values. No matter the climate or situation every member of the McCloskey Financial Group team is committed to these values and using them to serve you.

How We Do It

At McCloskey Financial Group we provide a comprehensive, client-centered, conservative approach to long-term investing. As faithful stewards of family wealth, we believe that clients shouldn't take unnecessary risks to achieve their goals.

Our clients know that the first step in reaching a goal is setting one. They also know that meeting goals requires constant evaluation, objective advice, and sound strategy. That's why they choose MFG. We are more than investment advisors. We become "strategic partners" helping clients determine their priorities and vision of the future. Working together, we create and monitor a plan to help them meet their objectives with confidence, coaching them every step of the way.

The MFG Process

Our friendly and relaxed manner help make the investment planning process painless and affirming. Here's how we do that:

Identify Your Goals
We work together to help define and quantify your financial priorities.

Develop Your Plan
We analyze your current situation and test it against your goals. Then, based on your risk tolerance we present an investment strategy that incorporates your needs and time horizon.

Implement Strategies
We implement your investment allocations using specific investment vehicles. We coordinate our recommendations with other professional advisors as needed.

Evaluate Progress
We not only monitor your progress, we constantly reevaluate it. Our proactive, client-centered approach means as life changes we'll help you adjust your investments for new priorities and goals.

The result is a "strategic collaboration" that will assist you in the stewardship of your financial future. It is a steady hand to help you navigate toward your objectives with confidence and clarity.

What You Can Expect

Personal
Our advice is always tailored to your personal needs and circumstances.

Proactive Guidance
Whether it is solving a problem or alerting you to a market event that might impact your investments, we pride ourselves on giving prompt and unbiased advice.

Comprehensive Strategies
At McCloskey Financial Group, you are never on your own. Our select group of outside professionals in fields such as estate planning, insurance, and tax planning are at your service.* We also provide access to lending and banking services through Wells Fargo affiliates.

Attention to Detail
We are selective about establishing new client relationships so that we can focus our attention and resources on you.

* The McCloskey Financial Group and Wells Fargo Advisors Financial Network are not tax or legal advisors and do not offer real estate. Please consult with your tax and legal advisors before taking any action that may have tax consequences. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.