Our Firm

NAMCOA is a Registered Investment Advisor (RIA) that provides retirement plan consulting, portfolio management, insurance and other consulting services to business owners and investors. Our firm consists of a diverse group of experienced financial advisors, who love the industry and care about their clients. 

We have full-service financial firm capabilities and are committed to helping our clients pursue and achieve their financial goals.  

NAMCOA provides a wide range of financial products and  services to individuals and business owners, including both in-house portfolio management and access to hundreds of wall street portfolio management services.

NAMCOA has relationships with several significant financially strong institutions, that can custody  client portfolio assets.  These include LPL Financial, SEI Trust Company, Interactive Brokers, AssetMark and other notable account custodians.

This website provides a very broad overview of our firm, access to many investor educational tools and resources. 

We believe informed clients will be better able to identify their goals and make sound financial decisions.

Please call or email Paul McIntyre if you have any questions about our firm or a question on the range of financial products and services we can provide.  He can direct you to a financial advisor that can best serve your needs and objectives.
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