Managing Partner
Current
Sep 2023 - Present
AeroLeads people directory · profile
Doug Mccarthy, Crps, Cpfa Email & Phone Number
Managing Partner Madison Financial
at
Madison Financial
1 work email found
@rpa-401k.com
1 phone found area 216
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner Madison Financial
Location
Greenville-Spartanburg-Anderson, South Carolina Area, United States
Who is Doug Mccarthy, Crps, Cpfa? Overview
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Quick answer
Doug Mccarthy, Crps, Cpfa is listed as Managing Partner Madison Financial at Madison Financial, based in Greenville-Spartanburg-Anderson, South Carolina Area, United States. AeroLeads shows a work email signal at rpa-401k.com, phone signal with area code 216, and a matched LinkedIn profile for Doug Mccarthy, Crps, Cpfa.
Doug Mccarthy, Crps, Cpfa previously worked as Managing Partner at Madison Financial and Partner at Retirement Partner Advisors. Doug Mccarthy, Crps, Cpfa holds Bachelor'S Degree, Communications from James Madison University.
Company email context
Email format at Madison Financial
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{first}@rpa-401k.com
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AeroLeads found 1 current-domain work email signal for Doug Mccarthy, Crps, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Doug Mccarthy, Crps, Cpfa
I specialize in corporate retirement plans. I work with plan trustees to optimize the experience for plan participants so they can reach their retirement goals. I have been working in the financial services field since 2000 spending my early years working with business owners on estate planning and business succession planning. I recognized a need for specialized advisors in the corporate retirement plan market several years ago. Business owners needed guidance with fiduciary issues, managing the investment platform they offer participants and staying in compliance in an always changing regulatory environment. Business owners need a firm that has a sole focus of corporate retirement plans. Our firm does not have a bias when it comes to 401(k) vendors/platforms - we want to find the best fit for the needs of the plan sponsor and plan participants. Given the opportunity we can analyze and benchmark your retirement plan, knowing you are providing a great benefit to your employees while transferring fiduciary liability elsewhere.Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Retirement Partner Advisors are not affiliated with Triad Advisors.Licensed to sell securities in the following states: KY, & SC Information is provided from sources believed to be reliable however we cannot guarantee orrepresent that it is accurate or complete. Because situations vary, any information providedon this site is not intended to indicate suitability for any particular investor. Hyperlinks areprovided as a courtesy. When you link to the 3rd party website you are leaving our site andassume total responsibility for your use at these sites.”
Listed skills include Banking, Pensions, Insurance, Retirement Planning, and 15 others.
Current workplace
Doug Mccarthy, Crps, Cpfa's current company
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5 roles · 27 years
Doug Mccarthy, Crps, Cpfa work experience
A career timeline built from the work history available for this profile.
Partner
Current
Feb 2017 - Present
President
My Role as your 401(K) Advisor includes Services such as: 1) Evaluate and Select Service Providers: As an independent advisory firm, we do not have a bias or affiliation with any one particular vendor. We have worked with vendors such as: American Funds, Charles Schwab, Fidelity Investments, Great-West Retirement Services, Lincoln Financial Group, Mass Mutual Financial Group, Transamerica, Mutual of Omaha ... just to name a few, BUT, we are NOT limited to this list and are happy to assist you in the selection of a vendor that best matches with and meets your company's needs. 2) Benchmark fees - We want to make sure that you are paying competitive fees for recordkeeping, administration and the cost of the mutual funds 3) Fund Performance Review - Compare performance and stats against industry benchmarks 4) Review Compliance and Reporting Strategies - Keep clients on target with all the necessary filings with timetables and checklists 5) Provide Participant Education and Investment Guidance - On-going employee education is a large part of our service model. Participants have full access to our financial services via group seminars, individual meetings, email, and phone 6) Annual Full Plan Review - Annual review of plan in its entirety to ensure that fees of the plan remain competitive, the plan is adhering to its investment policy statement, that enrollment in the plan is satisfactory, and that the plan is utilizing all available technology 7) Create a cloud based fiduciary briefcase to retain important plan documents, on-going education pieces, quarterly investment reviews and any future amendments to the plan
Oct 2009 - Feb 2017
President
Self-Employed
Estate Tax Planning, Business Succession Planning
Jan 2004 - Oct 2009
Advisor
Kent Evan Group
Estate Tax Planning, Business Succession Planning
2000 - 2004
~4 yrs
1 education record
Doug Mccarthy, Crps, Cpfa education
FAQ
Frequently asked questions about Doug Mccarthy, Crps, Cpfa
Quick answers generated from the profile data available on this page.
What company does Doug Mccarthy, Crps, Cpfa work for?
Doug Mccarthy, Crps, Cpfa works for Madison Financial.
What is Doug Mccarthy, Crps, Cpfa's role at Madison Financial?
Doug Mccarthy, Crps, Cpfa is listed as Managing Partner Madison Financial at Madison Financial.
What is Doug Mccarthy, Crps, Cpfa's email address?
AeroLeads has found 1 work email signal at @rpa-401k.com for Doug Mccarthy, Crps, Cpfa at Madison Financial.
What is Doug Mccarthy, Crps, Cpfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 216 for Doug Mccarthy, Crps, Cpfa at Madison Financial.
Where is Doug Mccarthy, Crps, Cpfa based?
Doug Mccarthy, Crps, Cpfa is based in Greenville-Spartanburg-Anderson, South Carolina Area, United States while working with Madison Financial.
What companies has Doug Mccarthy, Crps, Cpfa worked for?
Doug Mccarthy, Crps, Cpfa has worked for Madison Financial, Retirement Partner Advisors, Pension Advisors, Self-Employed, and Kent Evan Group.
How can I contact Doug Mccarthy, Crps, Cpfa?
You can use AeroLeads to view verified contact signals for Doug Mccarthy, Crps, Cpfa at Madison Financial, including work email, phone, and LinkedIn data when available.
What schools did Doug Mccarthy, Crps, Cpfa attend?
Doug Mccarthy, Crps, Cpfa holds Bachelor'S Degree, Communications from James Madison University.
What skills is Doug Mccarthy, Crps, Cpfa known for?
Doug Mccarthy, Crps, Cpfa is listed with skills including Banking, Pensions, Insurance, Retirement Planning, Portfolio Management, Investments, 401K, and Retirement Plan Consulting.
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