Private Advisory. Limited Access. Built on Trust.

Dylan McIntyre, Private Advisory

A private advisory firm providing clarity, structure, and trusted guidance in a changing financial world.

Independent. Private. Principled.

 

How Our Services Work

Private clients engage with the firm on an ongoing basis. This structure allows us to:

 

  • Provide proactive guidance instead of reactive fixes

  • Maintain strict confidentiality and controlled access

  • Deliver consistent oversight across financial and administrative areas

  • Limit our client roster to preserve quality and responsiveness

 

All Services Are Offered Under Private Engagement Only

Joining Our Private Client Circle

Engagement with Dylan McIntyre, Private Advisory is offered through our Private Client Circle — a limited group of individuals and businesses who operate under ongoing private engagement.

Membership is granted by application and approval only.

To join the Private Client Circle, prospective members must:

  • connect for consideration

  • Agree to firm standards and communication policies

Membership is limited to preserve discretion, service quality, and access.

OUR DIVISIONS

One Firm. Multiple Specialized Divisions.

Private Advisory Division

Direct client advisory, consultations, and personalized services tailored to individual and business needs.

McIntyre Economic Advisors (MEA)

Economic intelligence, reporting, and financial system education designed to help clients understand the environment they operate in.

Tax Services (Private Clients)

Designed for individuals and businesses who want continuity—not seasonal, rushed filing.

  • Annual tax preparation

  • Ongoing tax consulting and planning

  • IRS correspondence support

  • Entity and filing guidance

  • Year-round availability under retainer

No one-off tax returns. No last-minute filings.

Wealth & Financial Structuring

Non-investment advisory focused on organization, protection, and long-term structure.

  • Household and business financial structuring

  • Banking and account organization

  • Net worth tracking and reporting

  • Asset and liability coordination

  • Financial education and strategy discussions

We do not sell investments or products. Guidance is educational and structural.

Bookkeeping & Business Oversight

Structured, monthly services for businesses that value clarity and accountability.

  • Monthly bookkeeping

  • Financial organization and reporting

  • Business income and expense oversight

  • Compliance support and documentation

  • Coordination with tax services

This service is provided monthly only and is not offered à la carte.

Business Consulting & Compliance Guidance

For business owners who want fewer surprises and cleaner operations.

  • Business formation and restructuring guidance

  • Operating workflows and controls

  • Compliance explanations and document preparation

  • Strategic planning sessions

  • Ongoing advisory support

Provided under private engagement only.

Secure Data Protection & Document Vault

Privacy is foundational to our firm.

  • Encrypted document storage

  • Secure file sharing

  • Family and legal document vault

  • Limited-access client portal

  • Data protection best practices

Access is granted only to approved private clients.

What We Do Not Offer

To maintain service quality, we do not provide:

  • One-time or transactional services

  • Walk-in or same-day appointments

  • Public consultations

This allows us to serve our private clients properly.

Private financial and administrative advisory access — not pay-per-visit services

Individual Plan

Starting at

$149 Per Year

âś… Tax Preparation ($59.99Yr)
âś…Tax Consultations (Included)
âś…Wealth Advisory (Included)
âś…General Advisory (Included)
âś…Notary Service (Included)
âś…McIntyre Wealth Software (Included)
âś…McIntyre Circle Software (Included)
âś…Cyber Security @ $19.99 Per Month

âś…FINTYRE AI, private advisory assistant (Included)

Entrepreneur Plan

Starting at

$119 Every 4 Months

âś… Tax Preparation $299.99
âś…Tax Consultations (Included)
âś…Bookkeeper -$29.99 Every 4 months
âś…McIntyre LedgerWorks (Included)
âś…Wealth Advisor $49.99 Every 4 months
âś…General Advisory (Included)
âś…Business Advisory (Included)
âś…Notary Service (Included)
âś…Priority Support (Included)
âś…Cyber Security @ $29.99 PerMonth
âś…McIntyre Wealth Software (Included)
âś…McIntyre Circle Software (Included)

âś…FINTYRE AI, private advisory assistant (Included)

Executive Plan

Starting at

Monthly $165.66 

Annual $1,988

âś…Tax Preparation (Included)
âś…Tax Consultations (Included)
âś…Bookkeeper (Included)
âś…McIntyre LedgerWorks (Included)
âś…Tax Consultations (Included)
âś…Wealth Advisor (Included)
âś…General Advisory (Included)
âś…Business Advisory (Included)
âś…Notary Service (Included)
âś…Priority Support (Included)
âś…Cyber Security (Included)
âś…McIntyre Wealth Software (Included)
âś…McIntyre Circle Software (Included)

âś…FINTYRE AI, private advisory assistant (Included)