FPC Investment Advisory

Specialties

Wealth management, complex income taxes, financial planning, deferred compensation structuring, retirement planning, restricted stock options, and more.

History

Established in 1994.

FPC Investment Advisory, Inc., is a fee-​based Registered Investment Advisor based in the San Francisco Bay area. We provide financial planning, investment advisory and tax preparation services. Our clients, including high-​net-​worth individuals and families, business executives and entrepreneurs, have entrusted us to manage millions of their assets.

Financial planning expertise: We can speak authoritatively on a wide range of financial planning topics, including saving for retirement and college, estate planning, Social Security, and insurance and healthcare costs. We are also experts in business buyouts and mortgage-​related issues.

Investing expertise: The media consults us with questions about investment portfolio construction, investment strategies and investment vehicles, along with specific topics such as diversifying concentrated positions, exercising stock options and financing homes.

Tax expertise: As licensed tax preparers, we are qualified to discuss a rang

Meet the Business Owner

Blair M.

Business Owner

Blair McCarthy

President /​Senior Advisor

Principal

The founder of FPC Investment Advisory, Blair has more than 30 years of professional investment experience, and has been a licensed tax preparer for 25 years.

He founded FPC Investment Advisory, Inc., in 1994 as an independent, fee-​only firm in order to provide clients with objective, unbiased advice. Blair continues to help lead FPC today, while specializing in wealth management and tax preparation for high-​net-​worth clients.

Blair earned his Bachelor of Science in Geology in 1974 from Old Dominion University, in Norfolk, Va.