John K. McCormack14 Laird RoadMiddletown, NJ 07748 

John K. McCormack
14 Laird Road
Middletown, NJ 07748 

Managing Partner, Wealth Management Consultant

Meet John McCormack, a seasoned financial advisor with over 25 years of experience in the industry. John began his career on Wall Street in 1996, where he quickly established himself as a trusted advisor. His dedication and knowledge led to a rapid promotion to the management team, where he played a pivotal role in strategic initiatives, particularly focusing on fintech advancements and innovative financial planning solutions.

In 2001, John joined a prominent mutual fund company as a regional director. This role allowed him to gain invaluable insights into the workings of the investment industry and further honed his skills in asset allocation and portfolio management.

Driven by his passion for helping others succeed, John returned to his roots in 2010, focusing exclusively on providing comprehensive financial guidance to individuals. Recognizing that every client has unique financial aspirations and challenges, he takes a tailored approach, carefully crafting strategies that align with their specific goals and dreams.  With his extensive experience and unwavering commitment to client success, John has helped numerous individuals navigate complex financial landscapes, empowering them to achieve financial security.

John is highly regarded for his integrity, transparency, and exceptional client service. He believes in building long-term relationships with his clients and acting as a trusted partner throughout their financial journey.  John finds it gratifying to help folks navigate the challenges of life as well as celebrating each important milestone along the way.

In addition to his years of experience, John has continued to enhance his knowledge, he stays ahead of industry trends and evolving market dynamics, leveraging his expertise to provide clients with the most up-to-date and relevant financial advice.

John is married to his wife Stephanie, and they enjoy playing with their dog Rudy, pickleball, and spending time with family and friends.  John also has a passion for skiing, racquetball, and collecting/playing guitars.