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Book Your Strategy Session with Ron McCoy
Ready for a clear, no‑nonsense conversation about your wealth? Book a one‑on‑one strategy call with Ron McCoy, Founder and fiduciary advisor with four decades of market experience. In your strategy session, you’ll get personalized insights on your portfolio and a gameplan for any financial challenge you’re facing. No scripts, no call centers, just direct & honest advice. If you prefer to reach out first, feel free to call us directly using the “call us today” button below.
Tell us a bit about yourself
A few details so Ron can come prepared with observations specific to your situation.
We’ll reach out and set up a time to meet
Ron’s schedule is flexible. Pick a time that works and we’ll have an initial conversation about your goals and where you stand today.
Step 3: We’ll map out your strategy
We’ll build a clear picture of your current situation and walk through exactly what a portfolio built around your goals would look like.

This is a one-on-one conversation with Ron McCoy, not a sales call. Ron has spent four decades working directly with investors, which means every recommendation starts and ends with what’s right for you. Bring your questions, your statements, or just your situation. We’ll tell you what we see and what we’d do. Prefer to call first? Reach Ron directly at (352) 404-8105.

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During your strategy call, we take the time to understand your goals, your current financial situation, and any specific challenges you may be facing. You’ll get straightforward, personalized guidance, not a sales pitch. In fact, if your portfolio is already well-positioned with your current advisor, Ron will let you know. Our priority is to give you real value and honest answers, whether you choose to work with us or not. We’re here to help you make the best decision for your financial future, with integrity at the heart of every conversation.

We specialize in working with clients who are established in their financial journey and seeking high-level, personalized guidance. Our approach is best suited for individuals, families, and business owners who have accumulated significant assets and want expert support in managing, protecting, and growing their wealth. If you are looking for an experienced partner to help you navigate complex financial decisions and pursue long-term financial freedom, we would be happy to discuss how we can help.

We respond to calls and inquiries throughout the day, and while we may not always be available immediately, we are committed to getting back to you as soon as possible. If we are unable to connect with you the same day, you can expect a follow-up by the next business day.

As a fiduciary, Ron McCoy upholds the highest standards of confidentiality, backed by GDPR and CCPA-compliant protocols. Your data is encrypted, never shared, and always protected per our Privacy Policy. All accounts are custodied with Interactive Brokers, a global leader known for industry-best security, robust technology, and some of the lowest fees available.

We deliver real financial freedom through discipline, transparency, and a hands-on approach. Every client works directly with Ron McCoy, a fiduciary with four decades of experience, not a call center or junior rep. Our strategies are built around your goals, not sales quotas or generic models. You get clear advice, low costs, and a plan designed to help your wealth grow and last.

Yes, Interactive Brokers makes it easy to link your bank account for seamless transfers. You can set up ACH, wire transfers, or use bill pay features for both deposits and withdrawals. The platform also offers automatic withdrawals, giving you flexibility and control over your funds.

We manage a wide range of account types to meet our clients’ needs. These include individual and joint accounts, DRIPs (Dividend Reinvestment Plans), UGMA accounts for minors, all types of IRAs (Traditional, Roth, SEP, and rollover), trust accounts, and corporate accounts. We also manage 401Ks with a third party administrator we work closely with.

Most of your paperwork and tax forms will be delivered digitally for your convenience, typically through the Interactive Brokers client portal. If you prefer, you can request physical copies and we’ll be happy to provide them. Our goal is to make document access simple and flexible to fit your needs.