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McCarthy & Cox Retirement & Estate Specialists
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is an SEC-registered investment adviser in MARYSVILLE, OH, registered since 2024. The firm manages...
Overview
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is an SEC-registered investment adviser in MARYSVILLE, OH, registered since 2024. The firm manages approximately $113 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What does McCarthy & Cox do that a generalist financial planner does not?
The firm restricts its advisory work to retirement income and estate transfer coordination. This means it handles IRA distribution sequencing, trust funding instructions, and spousal beneficiary elections rather than cash-flow budgeting or college savings plans. The narrow scope allows deeper technical engagement on required minimum distributions, tax-efficient withdrawal ordering, and portability elections, which generalist firms often outsource to external specialists.
How does the firm coordinate with a client's estate planning attorney?
The firm reviews existing estate documents to confirm that beneficiary designations, trust titles, and account registrations align with the client's stated intentions. McCarthy & Cox flags inconsistencies — such as a 401(k) naming a former spouse or a trust that was never funded — and works with the drafting attorney to resolve them. The firm does not draft legal documents itself but serves as the implementation arm for the estate plan.
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