# McVittie Financial Advisors

McVittie Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mcvittiefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mcvittie-financial-advisors

## Regulatory record

- **CRD number:** 142779
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142779

## About

MCVITTIE FINANCIAL ADVISORS is a state-registered investment adviser in Auburndale, MA. The firm has 2 employees and 1 investment adviser. It is based in Auburndale, MA.

## Questions

### What investment strategies does McVittie Financial Advisors pursue?

The firm invests across a diversified set of asset classes, including public equities, fixed income, real estate, and direct private investments. Its approach balances growth and capital preservation, though specific allocations are not public.

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Last updated: 2026-07-06T01:24:21.157Z

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