Fee-Only Financial Planning Built Around your Needs
MCC Wealth, is a fee-only fiduciary financial planning firm dedicated to putting your interests first. We believe financial planning should come first. Unlike many advisors, our services do not require investment management or account minimums — allowing us to focus entirely on creating personalized, tax-smart strategies that fit your life.
From inheritance and retirement planning to tax and special needs strategies, we provide independent, objective advice to help you protect, grow, and keep more of your wealth.
Our goal is to give you peace of mind, confidence in your choices, and a trusted partner to guide you through every stage of your financial journey.
HOW WE THINK
Firm Philosophies
01 - Planning First
Financial planning and investment management are separate areas of focus at MCC Wealth. Your plan drives your portfolio, not the other way around.
02 - Tax Aware
Nearly every financial transaction has tax implications. We focus on tax-efficient strategies to help our clients keep more of their hard earned money.
03 - Buy-and-Hold
At MCC Wealth, we implement a buy-and-hold investment strategy. We aren't Day Traders. We invest in quality stocks, ETFs, and mutual funds, creating tax-efficiency.
THE ADVISOR BEHIND THE FIRM
Meet William McCullough
William McCullough
Founder & Lead Advisor
As the founder of MCC Wealth, I built this firm around a simple belief: help people make confident decisions about their money, not by overwhelming them with jargon, but by giving them clarity and a plan that actually fits their life.
My path into financial planning was personal. Early in my career, I found myself facing the same questions many of my clients bring to me today: How much should I be contributing toward retirement? Am I handling my taxes efficiently? What account types actually serve my goals?
That experience shaped not just my expertise, but my commitment to making financial planning clear, actionable, and specific to each person's life. Over the years, I’ve had the privilege of working with individuals and families at all stages of life, from young professionals building their foundation to parents navigating big life transitions. What I enjoy most is helping people cut through the noise and feel confident about their next step.
My educational background includes a B.A. in General Business from Clayton State University and a Certificate in Financial Planning from Emory University. I hold the FINRA Series 65 license and a Life, Accident & Health license.
WHAT TO EXPECT.....
YOUR FIRST 90DAYS AT MCC WEALTH
Within 30 Days
Welcome: During this initial meeting we will discuss your needs and determine if MCC Wealth is a good fit.
Goals conversation: During this meeting, we’ll discuss, organize and prioritize your financial goals.
Gathering documents: You’ll provide documents, like pay stubs, investment statements, and tax returns. These will help us create tailored solutions.
Account setup and transfer: Our team will collect some information to set up your new accounts and transfer money in from other accounts.
Tech setup: You will receive instructions about how to set up and use your online account, along with other digital tools that you might find useful.
Within 60 Days
Client Profile: Review and confirm personal and financial data. Also document priorities and timelines.
Short Term Action Plan: We will update or create actionable recommendations to address urgent issues.
Meetings: We will plan out a schedule of check-ins so that we’re always helping you stay on track to reach your goals.
Investments: Based on your goals and objectives, we’ll prepare and present investment recommendations.
(If applicable)
Events and resources: You’ll begin receiving invitations to events and other resources based on your specific goals and needs.
Within 90 Days
Connecting with other pros: To make sure we’re helping you holistically, we’ll work with the other professionals helping you, such as attorneys and accountants.
Long Term Action Plan: We will create an action plan that is tailored to your specific goals and objectives.
Portfolio management: We will continuously monitor your portfolio, rebalancing and making changes as needed.
Implementation: Begin executing key recommendations based on our collaborative plan of action.
Beyond 90 days: Establish next steps for the coming months as part of our annual service calendar.
Appointment
I strive to make connecting as easy as possible. Email me at wmcc@wealthmcc.com, or call 404-446-4362.
You can also book an appointment below to meet with me virtually, or in person if you’re in the Atlanta, GA area.