610.353.7777
24 S. Newtown Street Road
Newtown Square, Pa 19073
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Please be aware that we have moved our scheduling platform to Calendly. Use the above link to schedule time with us. We're looking forward to working with you!


MEET OUR TEAM
Certified Financial Planners and Certified Public Accountants Committed To Personalized, Independent Investment Advice

Francis B. McCullough, CPA, CFP®
Frank is the founder of and principal at MC2 Financial Advisers, Inc.

In 1998, Frank expanded his practice to include investment advice, management and financial planning with the start of MC2 Financial Advisers, Inc. He saw an opportunity to provide individual service and personal attention to clients in an industry driven by the sale of investment products. Frank believes an advisor should put the interests of the client first and foremost. Fees should be earned for service, not transactions.

Frank earned a B.S. in Accounting from LaSalle University. He is a licensed CPA, and the president of McCullough & Company PC CPAs, which provides tax and accounting services to businesses and individuals in the Delaware Valley. Frank is also Certified Financial PlannerĀ®, a designation reserved for professionals who pass the CFP Board of Standards comprehensive final exam.
Robert A. McCullough, CPA, CFP®
Rob is a principal at MC2 Financial Advisers, Inc. He uses an independent consulting & problem-solving approach to develop strategies to help his clients achieve their investment goals, based on their individual needs. He believes that investors would have more success by employing no-load index mutual funds to a disciplined strategy, instead of making decisions based on emotions, or "noise" from the myriad of media pundits in the world. On average, index funds beat managed funds, and they typically have lower costs too.

Rob earned a B.A. in Sociology with a Minor in Business from Villanova University. He is a licensed CPA, CFP®, and part-owner of McCullough & Company.

Click here to learn more about the CFP® designation.

If you are interested in an initial consultation with one of our financial advisors, at no charge, please contact us. We look forward to helping you with your financial planning needs.