Who We Are
Honest Advice.
Unbiased Guidance.
At MCC Wealth, we give you straightforward financial advice tailored to your goals. We keep financial planning and invest management separate so each gets the proper attention. Because we don't provide commission-based investment products or set account minimums, our recommendations reflect what’s best for your life, not our payout.
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Inheritance Planning
Inheritance planning for asset recipients. We help you navigate complex rules, build a tax-efficient strategy, and seamlessly blend new assets into your overall financial plan.
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Special Needs Financial Planning
Comprehensive planning for families navigating ABLE accounts, Special Needs Trusts, and 529-to-ABLE rollovers, all without jeopardizing government benefits.
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Tax Focused Planning & Investing
Tax-focused financial planning and tax-aware investment management to ensure every part of your overall financial plan works together efficiently, protecting your wealth and maximizing what you keep.
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Retirement & Income Planning
Personalized strategies for growing, protecting, and spending down your wealth. Built to sustain your lifestyle for as long as you need.
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.
Getting Started
From First Conversation to Full Plan, Here's Exactly What to Expect
A clear, structured onboarding process so you always know where you stand and what's coming next.
Foundation
Within first 30 days
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Introductory meeting to determine fit and define your needs
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Goals conversation to organize and prioritize financial objectives
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Document gathering — pay stubs, statements, tax returns
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Account setup, transfers, and digital tool onboarding
Strategy
Days 30 - 60
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Review and confirm your financial profile, priorities, and timelines
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Short-term action plan addressing urgent issues first
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Investment recommendations tailored to your goals
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Scheduled check-in calendar established to keep you on track
Implementation
Days 60 - 90 and beyond
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Collaboration with your attorneys and accountants for a holistic view
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Long-term action plan built around your specific goals
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Portfolio monitoring with ongoing rebalancing as needed
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Annual service calendar to keep your plan current year over year
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.