About

Wealth Team LLC was founded by John McFie in 2021 to provide financial planning and money management services for individuals, families, and small business owners.

After 14 years of experience around the life insurance industry, I was frustrated by the scarcity of kind investment advisors who were also willing to think creatively.

In my experience, many investment advisors give lip service to their fiduciary duty but tend to look down on other people and push certain models, or their own personal preferences too much.

Over the years, I’ve trained multiple advisors on financial software tools and gained a lot of knowledge of investments. Becoming an investment advisor is a natural next step on the journey to help more people potentially grow and protect wealth through education and financial solutions.

~ John T. McFie

Your Wealth Team Experience

Friendly

Our friendly, no-pressure style may be valuable in helping you understand investments you already have, or ones you may be considering, and how they may fit with your overall strategy.

Accountable

Your advisor will serve as a single, fully accountable point of contact, responding to questions and service needs in a way which is detailed and easy to understand.

Responsive

We are available to clients by appointment, phone, or email, and make a point of responding promptly to client communications within 2 business days (usually sooner).

About John McFie – Investment Advisor Representative (CRD #7331762)

People call me the “Numbers Guy” because I’ve always been fascinated with numbers, loving the perfection and detail they represent.

At age 14 I started developing spreadsheet models and software systems to help my dad share financial concepts. Some of the tools I’ve created are used by financial professionals.

My experience includes 17 years around the life insurance industry with 14 years as a life insurance agent.

During my free time you will find me with family – maybe working on our farm, hiking, reading, or playing Pickleball.