Brian T. McCaffrey, CFP®

Brian T. McCaffrey, CFP®

Founder of MWM

Brian founded McCaffrey Wealth Management based on his mission to help clients navigate an ever-evolving & often volatile economic environment, build wealth, & implement strategies that help achieve financial security & prosperity.

When Brian is not working with clients, he loves having memorable experiences with friends & family, traveling & learning about cultures & history. In his down time, he enjoys watching college football & is an avid Texas A&M fan. With friends & family, he will barbeque & tailgate at a home game, & attend an away game at least once each season.

Professional Overview

Since 2013, Brian has focused on simplifying the complex financial challenges that his clients face through straightforward conversations & advice. He takes the time to understand what is important to the client, & makes them aware of potential complications as well as the possible strategies to meet their objectives. With his clients, Brian discusses the concepts of asset location, tax planning efficiencies, risk management, return variance, & portfolio structure optimization to build & manage custom tailored plans. He provides advice & direction, asset management, periodic reviews, & a high quality of service that helps clients reach their goals.

Background & Education

Brian considers himself a teacher & takes the time with clients to understand & define goals. He shows them how appropriate planning & investing can help them avoid pitfalls, & instills a sense of confidence in their plans & future through periodic reviews. He has also continually invested in his own education so he may impart knowledge & insights that are both understandable & pragmatic.

He is a native to Texas & graduated from Texas A&M University in 2013 with a Bachelor’s of Science in Economics & a Minor in Business Management. After graduation, he joined a large financial services company in Houston where he worked for 7 years learning industry leading investment practices & wealth management strategies. In this time he also earned the 2014 Fast Start Award for starting one of the fastest growing practices in the country. Also In 2016 he was certified as a Retirement Benefits Specialist in Tax Sheltered Plans, further widening his knowledge of retirement accounts & plans for individuals, families, & businesses. After demonstrating quality character & the ability to positively influence those around him, Brian was selected for & completed the Leadership Development Program in 2015. 

In the fall of 2020 Brian seized the opportunity to better serve his clients by creating his independent practice, McCaffrey Wealth Management. Going independent removed the production quotas & investment selection limitations of being a 'captive adviser' that make it difficult to always act in a client's best interest or offer clients a diversified selection of investment solutions. Independence has allowed MWM to thrive. By leveraging access to, a wider & more diverse selection of investment solutions, & by always putting the client first, MWM is able to better serve clients, maintain longer lasting client-adviser relationships, & help clients attain their families’ multifaceted goals.

From August of 2022 to May of 2023, with the intention to further his education & provide clients the highest level of proficiency, Brian attended & completed the Rice University CERTIFIED FINANCIAL PLANNER™ Graduate Certificate Education Program. He passed the CFP® Board Exam that summer to obtain his CFP® designation, one of the most highly regarded professional designations in the industry.

Specialization

Brian has a specialization in working with the families of current & former Texas public school educators. He aims to help these clients & their families understand, & be prepared for the different & often misunderstood challenges they face while working toward their goals, & as they enter their retirement years.

Client goals often include planning & saving for retirement, their children’s college/higher education expenses, achieving financial independence, protecting assets through insurance, insuring against the unknown or the loss of a loved one, ensuring a long & dignified retirement accounting for inflation, as well as generating additional retirement income. Brian helps these clients understand appropriate strategies, tax advantages, & risk management.