Whether you're planning for retirement, navigating a windfall, or adjusting to life changes like the birth of a child, we help you make informed decisions and adapt your investment strategy accordingly.

As North County San Diego investment professionals, we aim to be a stabilizing force—translating market complexity into clarity and helping you stay focused on long-term success.

At The McCoy Investment Group, we understand that life is about making choices. We take great pride in developing a relationship with each individual client – we listen intently and then use this information to develop a customized plan that addresses your current needs and maps the path toward your personal and financial goals. Oftentimes, we use behavioral finance tools to explore how you approach decisions and use the results to guide us as we work together with you.

Our team has extensive knowledge across the spectrums of financial planning and wealth management guidance. We understand that the many stages of life require different perspectives. We enjoy working across family generations, educating young investors and empowering all clients to be able to take control of their own financial future. 

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Our team is now accepting new clients who have a minimum of $500,000 in assets. This minimum allows us to continue to provide the exceptional and consistent level of client attention that we strive to provide.