McCord LLC

Financial Advisors

McCord LLC: A Legacy of Expertise and Empathy

Founded in 1989 by Chet McCord and joined by Lone McCord in 2007, McCord LLC is not your typical financial services firm. Our roots run deep in the value of interdisciplinary expertise and servant leadership, shaped by Chet’s distinguished background in scientific research and pastoral care. This unique foundation fosters an environment where financial planning transcends mere numbers—becoming an empathetic journey that aligns with your values and vision for the future.

A Firm Grounded in Your Best Interests

Our focus is on navigating the complexities of:

Retirement Planning
Estate Management
Philanthropic Strategies

With over three decades of experience, Chet’s guidance illuminates your financial path with clarity and purpose. We remain steadfastly committed to serving your best interests every step of the way.

A Contemporary Edge

Lone McCord brings the new generation of financial planning to the firm. His in-depth knowledge of market ebbs and flows, mastery of advanced planning tools, and strict adherence to compliance and best-interest considerations mark his approach as modern yet meticulous. His personal experiences have instilled a distinctive sense of empathy in our services—ensuring that every client’s plan is truly bespoke.

Our Core Belief

At McCord LLC, we believe that financial peace of mind is a fundamental right. We partner closely with you, crafting proactive and responsive strategies so that as life evolves, your financial plan does too. Anchored in ethical integrity and deep-rooted expertise, we help you build not just a plan—but a legacy of financial security and prosperity.

In essence, we stand as guardians of your financial well-being, committed to delivering more than wealth management. It’s a pledge to safeguard your future and walk alongside you as partners in this journey.