Financial Services - Horsham, Pennsylvania, United States
MC Capital Management, LLC is an independent, tech-based financial planning practice serving clients around the country. Formed in 2021 by Partners and Co-Founders Tyler Mangum and Kevin Clark, MC Capital Management brings over 20 years of combined industry experience to clients, offering independent and objective financial planning advice. Tech-based means Kevin and Tyler can help clients anywhere in the country using technology that enables virtual connections. As of October 2021, MC Capital Management represents more than 300 clients in 24 states overseeing nearly $65 million in assets under management.Kevin and Tyler met in 2012 while working at Lincoln Investment Planning, LLC. Through years of working together, they realized they had the same goal – to educate individuals and families about investments, insurance, and the financial markets so they can make educated decisions about their money. As CERTIFIED FINANCIAL PLANNER® professionals and Accredited Investment Fiduciaries, Kevin and Tyler are personally determined and legally mandated to operate with the client's best interest in mind. Financial Planning means every client is offered the opportunity to assist in creating their own personalized financial plan. Beyond just portfolio management or product recommendations, Kevin and Tyler offer clients help with budgeting, investments, insurance, tax planning, retirement planning, and estate planning.Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com.MC Capital Management and the above firms are independent and non-affiliated. Tax or legal advice is not offered through, nor supervised by, The Lincoln Investment Companies.
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