Updated September 22, 2023
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McShane Partners

Investment Advisor Firm
Total assets under management$650M
Years in business39+

About McShane Partners

McShane Partners, founded over three decades ago by Mary Rinehart, is a distinguished Fee-Only firm serving as a fiduciary, providing unbiased proprietary investment management, and comprehensive wealth advisory services, including financial and tax planning. Rinehart's journey began when she took charge of her parents' diverse financial affairs, recognizing the need for individualized and unbiased financial advice in Charlotte.

The firm's mission is to grant affluent clients access to a concierge wealth advisory experience coupled with institutional-grade investment results. McShane Partners stands out by serving as a fiduciary, refraining from selling financial products, and operating strictly on a Fee-Only basis.

Under Mary's strategic leadership, the firm expanded while maintaining its commitment to integrity and objectivity. Today, McShane Partners remains independent and employee-owned, ensuring superior client service and advisor continuity.

This firm's legacy is a testament to its dedication to offering a family office experience. Proprietary in-house investment management, direct access to the Chief Investment Officer, and a transparent fee-only model distinguish McShane Partners. They prioritize client relationships, often lasting for decades over multiple generations.

McShane Partners' philosophy revolves around unbiased advice, tailored risk levels, and diverse investment options, including socially responsible investing when requested.

Their holistic approach, supported by a diverse team of experts, ensures comprehensive solutions for each client's unique needs. In a world of cookie-cutter solutions, McShane Partners stands as a symbol of personalized, transparent, and client-focused wealth management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Advisory
  2. Investment Management

More about McShane Partners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1072368

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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