McConnell Wealth Management, LLC

Qualified Comprehensive Financial Guidance.

Wherever you want to go, I’m ready to help at every step of the journey.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who I Am

At McConnell Wealth Management, I work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to my collaborative and transparent approach, I want you to always know where you stand.

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McConnell Wealth Management Services

In addition to working together, Brian McConnell will help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible professional to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

I can create an allocation designed to fit your lifestyle.

Taxes

McConnell Wealth Management has resources to help address sophisticated tax issues.

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Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I’ll help create an estate strategy for your family's situation. Contact Brian McConnell today to discuss your situation.

Money

Wealth management is one of the more overlooked parts of building a sound retirement strategy. Let me help you build for tomorrow.

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What Sets Me Apart

I love to help navigate the intersection of life and financial preparation. With me at your side, you can be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together. McConnell Wealth Mangement provides trusted advice from an advisor who genuinely cares.

Call Us

(567) 338-4015

Address

1172 State Route 100
Bucyrus, Ohio 44820