Experienced guidance – more confident investing

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier. I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make sense for you and your family. We’ll also be there to help you as you pursue your personal financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Get to know Our Team

Martin McGilvary
Martin McGillivary, ChFC®, CPFA®
Wealth Management Advisor Branch Manager
Timothy Ippisch
Timothy R. Ippisch, ChFC®, CFP®
Wealth Management Advisor Branch Manager
Kimberly Dilgren
Kimberly Dilgren
Executive Assistant
Amy Cutlip
Amy Cutlip
Office Manager
Nathaniel Anthony
Nathaniel Anthony, CPFA®
Wealth Management Advisor
Anna Foust
Anna M. Foust
Registered Representative
Nathan Shoup
Nathan L. Shoup, AAMS™
Financial Planner
Daniel MacDougall Bio Headshot
Daniel MacDougall
Administrative Assistant
Amy Ulrich Bio Headshot
Amy Ulrich
Marketing and Business Coordinator
Curt Uhlenhake
Curtis Uhlenhake
Associate Wealth Management Advisor

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
Price is what you pay. Value is what you get.
Warren Buffett

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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. McGillivary & Ippisch Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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