Planning with Clarity and Confidence

Our Team

At McCauley & Associates Financial Services, we believe that financial success is not one-size-fits-all; it’s about creating a plan that reflects your unique life goals and priorities. Our dedicated team works closely with you to develop a personalized, holistic financial plan, integrating both investment and insurance solutions crafted around your specific needs.

Our collaborative process begins with learning what matters most to you—your dreams, values, and vision for the future. We take the time to understand your current financial situation, and together, we map out a comprehensive strategy to help you reach your goals. From wealth management and retirement planning to risk mitigation and asset protection, every aspect of our approach is designed to empower you with confidence and control over your financial future.

Whether you’re planning for a comfortable retirement, securing your family’s future, or building a legacy, our team of seasoned professionals is here to guide you every step of the way. With McCauley & Associates, you can live the life you’ve envisioned, supported by a solid financial foundation and a team that's committed to your success. 

2024 Forbes Best-In-State Wealth Advisor

We are proud to announce that Scott McCauley has been recognized by Forbes as a 2024 Best-in-State Wealth Advisor.  This is a tremendous accomplishment earned as a result of his hard work and dedication to his clients. 

Scott is honored by the recognition and would like to thank his clients, his team and Northwestern Mutual for making this possible.  You can find a link to the list here:  Forbes 2024 Best-In-State Wealth Advisors List - SHOOK Research Rankings.

*Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. 

Forbes Best in State Wealth Advisors 2024

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4