About Us

About McCoy Wealth Advisors

We work hard for our clients. We have a heart for women and a soft spot for entrepreneurs and direct sales professionals. We're passionate about helping you achieve your goals.

We play hard with friends and family. We're passionate about finding harmony between business and pleasure and encouraging you to do the same.

We build community. Whether we're leading financial coaching groups, sharing our expertise one-on-one, at special events or online, or volunteering for the causes we care about most, we're building a tribe of people who are ready to get Directly Financial.

"Hi, I'm John. I'm a financial advisor dedicated to helping my clients build healthy financial futures. Working toward your financial goals takes perseverance – something I understand well as a triathlete. I'm committed to helping you find and keep a steady pace as you take steps toward financial health.”

John McCoy is a financial advisor who specializes in assisting people in planning for future financial goals such as retirement, children's education, charitable giving, and estate planning. John and his wife, LaRaine, have a passion for helping people develop tailored strategies to achieve long term financial wellness.

John earned a Bachelor of Science Degree from the United States Military Academy at West Point and a Masters in Management from Webster University.

John is a Registered Principal and Investment Advisory Representative with H. Beck, Inc., a licensed Insurance Agent in Ohio and a partner in McCoy Wealth Advisors.


 

“Hi, I'm LaRaine. I'm a financial advisor dedicated to helping my clients build healthy financial futures. I have a heart for women – and I'm passionate about helping them get into the driver's seat when it comes to money. I know the questions to ask and the steps to take – and I can help you learn how to keep more of the money you've worked so hard to earn!”

LaRaine McCoy is a former nurse who found her true calling as a financial advisor advocate and never looked back. LaRaine's blended experiences in health care and financial services give her an exceptional understanding of how financial concerns can affect a person's physical, emotional, and mental health. She has a heart for women and a passion for working with families, entrepreneurs and direct sales professionals.

LaRaine earned a Bachelor of Science Degree in Nursing from The Ohio State University and a Masters of Science in Nursing from the University of Colorado Health Science Center in Denver.

LaRaine is a Registered Representative and Investment Advisory Representative with H. Beck, Inc., a licensed Insurance Agent in Ohio, and a partner in McCoy Wealth Advisors.

 

Jewel, our bright and beautiful Standard Poodle service dog, is our dedicated Director of First Impressions. 

Schedule an appointment with us today to learn more.

 

 

 

 

 

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