Welcome to T&MCOY Financial
Your trusted financial partner in Evansville, IN for all your wealth management needs
About Us
Your Trusted Financial Advisory Firm
Since our establishment, T&MCOY has been serving the Evansville community with comprehensive financial solutions and personalized service. We pride ourselves on offering strategic wealth management and investment advisory services to help you achieve your financial goals.
Investment Management
Strategic portfolio management and investment solutions tailored to your financial objectives
Retirement Planning
Comprehensive retirement strategies to secure your financial future and maintain your lifestyle
Risk Management
Advanced risk assessment and insurance solutions to protect your assets and loved ones
Estate Planning
Strategic estate planning services to preserve and transfer your wealth according to your wishes
Satisfied Clients
Million Assets Managed
Years of Experience
Client Retention Rate
Our Services
Comprehensive financial solutions tailored to your unique needs
Wealth Management
Comprehensive wealth management strategies including investment planning and asset allocation
Retirement Planning
Personalized retirement strategies including 401(k) management and IRA planning
Insurance Solutions
Life, health, and property insurance planning to protect your financial future
Estate Planning
Strategic estate planning including wills, trusts, and wealth transfer strategies
Tax Planning
Strategic tax planning and optimization strategies to maximize your after-tax returns
Business Planning
Financial planning services for business owners including succession planning
Why Choose T&MCOY
Discover what makes us your trusted financial advisory partner
Your Comprehensive Financial Partner
At T&MCOY, we understand that financial success requires careful planning and expert guidance. That's why we offer comprehensive financial services tailored to your unique goals and circumstances, providing you with peace of mind and financial confidence.
Client-Focused Approach
We're more than just financial advisors - we're your partners in achieving financial success. T&MCOY is committed to building long-term relationships based on trust, transparency, and exceptional service.
- Personalized financial strategies
- Transparent fee structure
- Regular portfolio reviews and adjustments
Frequently Asked Questions
Have questions about T&MCOY Financial Services? We've compiled answers to some of our most common inquiries below. If you don't find what you're looking for, feel free to contact us.
1. What types of financial services do you offer?
We offer comprehensive financial services including investment management, retirement planning, estate planning, tax strategies, insurance solutions, and business financial planning for entrepreneurs.
2. How are your fees structured?
We operate on a transparent fee-based structure. Our fees are typically based on assets under management, with detailed breakdowns provided upfront. We also offer hourly consulting for specific projects.
3. Do you work with clients of all wealth levels?
Yes, we serve clients across various wealth levels. Whether you're just starting to build your wealth or managing substantial assets, we create customized strategies that align with your financial situation and goals.
4. How often will we review my financial plan?
We conduct formal portfolio reviews quarterly and comprehensive financial plan reviews annually. However, we're available for consultations whenever your financial situation changes or you have questions.
5. Are you a fiduciary?
Yes, we are committed fiduciaries, which means we are legally and ethically obligated to act in your best interests at all times when providing financial advice and managing your investments.
Our Team
The experienced financial professionals at T&MCOY
James Wilson
Senior Financial AdvisorWith over 15 years in wealth management, James leads our investment strategy and client portfolio management
Sarah Johnson
Retirement Planning SpecialistSarah specializes in retirement income strategies and helps clients transition smoothly into retirement
Michael Brown
Estate Planning DirectorMichael brings 12 years of experience in estate planning and wealth transfer strategies for high-net-worth clients
Schedule Your Consultation
Visit T&MCOY Financial at 4101 Norwich Place in Evansville, IN to discuss your financial goals. Let us help you build a secure financial future!
Client Testimonials
Don't just take our word for it - hear what our valued clients have to say about their experiences with T&MCOY Financial.
Robert Smith
Business Owner
T&MCOY has been managing our family's investments for over a decade. Their strategic approach and personalized service have significantly grown our wealth while managing risk effectively. They truly understand our financial goals.
Lisa Thompson
Retired Executive
The retirement planning team at T&MCOY helped me transition smoothly into retirement. Their income strategy has allowed me to maintain my lifestyle while preserving my capital. I feel confident about my financial future.
Olivia Wilson
Medical Professional
As a busy professional, I needed a financial partner I could trust. T&MCOY has exceeded my expectations with their comprehensive approach and regular communication. They've helped me build substantial wealth while I focus on my career.