Private Wealth Guidance. Built for the Long Term.

Private Wealth Guidance. Built for the Long Term.

At McIntyre Economic Advisors, our Wealth Advising service is designed for individuals, families, entrepreneurs, and executives who want clarity, structure, and long-term direction—not sales pitches or surface-level advice.

We operate as a private advisory firm, meaning our wealth advising is delivered through a membership-based relationship focused on planning, coordination, and informed decision-making.

This is not day trading. This is not product pushing. This is disciplined, traditional wealth guidance—modernized for today’s world.

What Wealth Advising Means Here

Wealth advising at McIntyre Economic Advisors focuses on helping you organize, protect, and plan your financial life with intention.

Our role is to help you understand how your income, taxes, assets, businesses, and long-term goals work together—so you can move forward with confidence.

We provide:

Strategic wealth planning and coordination
Long-term financial guidance and scenario planning
Asset and account organization
Tax-aware planning and timing strategies
Business and personal wealth alignment
Ongoing advisory conversations—not one-time meetings

All advisory services are delivered privately through our secure virtual office.

Who This Is For

Our Wealth Advising service is ideal for:

Individuals and families seeking long-term financial clarity
Entrepreneurs and business owners managing personal and business finances
Professionals preparing for future transitions
Clients who value structure, discretion, and proactive planning

If you want someone in your corner helping you think ahead—not just react—this service is built for you.

Our Advisory Approach

We believe wealth is built through discipline, planning, and consistency.

Our approach emphasizes:

Education-first guidance
Traditional financial principles
Thoughtful, measured decision-making
Long-term relationships over quick fixes

We help members understand the why behind every decision so they are empowered—not dependent.

McIntyre Wealth Software

As part of our private advisory experience, members receive access to McIntyre Wealth Software—our secure, centralized digital platform designed to bring clarity and organization to your entire financial life.

McIntyre Wealth Software serves as your private advisory hub, allowing you to:

View and organize financial information in one place
Securely upload and store important documents
Track accounts, obligations, and planning notes
Communicate privately with your advisory team
Maintain continuity and organization year over year

This platform is not a budgeting app or trading tool. It is a wealth organization and advisory support system, built to support long-term planning, documentation, and informed decision-making.

By combining traditional advisory principles with modern technology, McIntyre Wealth Software ensures your financial life stays structured, accessible, and protected—without sacrificing discretion.

Membership-Based Access

Wealth Advising is available through our private membership plans:

Individual Plan – Foundational advisory access for individuals and families
Entrepreneur Plan – Expanded advisory support for business owners
Executive Plan – Private, application-based advisory for complex planning needs

Membership ensures continuity, priority access, and a dedicated advisory relationship.

Individual Plan

Starting at

$149 Per Year

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

✅FINTYRE AI, private advisory assistant (Included)

Entrepreneur Plan

Starting at

$119 Every 4 Months

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

✅FINTYRE AI, private advisory assistant (Included)

Executive Plan

Starting at

Monthly $165.66

Annual $1,988

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

✅FINTYRE AI, private advisory assistant (Included)

Start Your Advisory Relationship

If you’re ready for a more intentional, private, and structured approach to wealth guidance, we invite you to become a member.

Our advisory relationships are built to last—and designed to grow with you.

Private. Disciplined. Forward-thinking.

Let's get started

Important Disclosure

McIntyre Economic Advisors provides wealth advising and financial education. We do not provide investment brokerage services or sell financial products. Any discussions involving financial strategies are for educational and planning purposes only.

Explore Notices

Your Advisor

Dylan McIntyre

CEO - Director Of Member Services

Dylan McIntyre is the CEO of McIntyre Economic Advisors. In his current role, Dylan oversees the firm's day-to-day operations, including applications, and compliance. He has played a key role in developing McIntyre Economic Advisors capabilities.

No holding back

But Pushing You!

Just like a true friend, we’ll support you in pursuing your goals and seeing your ideas through to the end. However, this also means your wealth advisor will provide honest advice, even if it’s tough to hear.

Your Dream

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McIntyre Economic Advisors

Opening Hours

24/7 Virtual

24/7 On Call

Contact

570-500-5495

connect@mcintyrefinancialllc.com

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Disclaimer !!**

McIntyre Economic Advisors is not a lender, a bank or a credit card issuer, we do not give Investment advice - we partner with top financial service providers so that they can provide you with a variety of competitive options, enabling you to quickly find the right financial product for your needs. Best of all, comparing rates on our website is completely free, Advertiser Disclaimer: We may receive a commission if a sale is made by clicking on an affiliate link. Our Company Only Offers Advice On Services We Offer DISCLAIMER: McIntyre Economic Advisors is a paralegal service. It is not legal for us to practice law, provide legal advice, or represent any person or entity in court. We do not constitute investment, legal, advice. It is not an offer to buy or sell any security or insurance product and does not imply endorsement of any third-party services or viewpoints. Links to external content are for informational purposes and should not be construed as endorsements. All examples are hypothetical and for illustrative purposes only; we recommend contacting us for tailored advice based on your individual circumstances.
Mansfield PA