McReynolds Wealth Management was founded with the principle of TRUST, LEADERSHIP, INGENUITY and DISCIPLINE. George and his team work with clients to help them determine where they are now and where they are headed as they move to and through retirement. They then develop a comprehensive plan to help get clients to their long-term financial goals.
George McReynolds, CFP® RFC®
Financial Advisor, Chief Tax Strategist
George is a CERTIFIED FINANCIAL PLANNER professional, Registered
Financial Consultant and author of the personal finance book, “Prosperity By Design: How to make great financial decisions.”
He is an active public speaker and an often-quoted media resource for mortgage,
tax, real estate and personal finance topics as well as time management and personal growth. George has been quoted by CNN-fn, Bank Rate Monitor, Financial Planning Magazine and Broker Magazine.
George is an active member of the National Association of Tax Professionals, The
International Association of Registered Financial Consultants and Montgomery County Estate Planning Council.
George is a graduate of the College for Financial Planning. He attended Penn State University, Central Texas
College and Immaculata University. He graduated from the Institute of Business and Finance receiving the CFS
designation and he attended the Schlichter-Kratz Real Estate Institute. George has completed advanced education in proactive Tax Planning Strategies through the CTC Tax Planning Academy. He has also completed advanced education in Employee Stock Option Planning by completing the three part Net Worth Institute -High Value Stock Option Planning workshops. George maintains his high level of knowledge through a minimum of 40 hours of continuing education every year required by the IARFC; 30 hours every two years required by the CFP Board of Standards and the Pa. Insurance Dept. George also completes 18 hours of tax training required by the IRS Annual Filing Season Program.
George subscribes to the Code of Ethics of the CFP Board of Standards, which requires that every client be
provided with Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.
A Rich History of Trust, Service and Courage
George served with the US Army and was awarded the Army Commendation Medal. He served on the security
detail for the Supreme Allied Commander at NATO headquarters in Belgium and achieved a secret security clearance.
He maintained his secret clearance while serving with an Army Intelligence Unit in the Reserves. He graduated
with high honors from both the First Army Intelligence School at Fort Bragg, NC and the Military Police School at
Fort McClellan, AL. He completed an Outward Bound type leadership and mountain climbing program in the German
While serving as a paramedic and police officer, he was awarded three commendations and is credited with
saving the lives of 13 people in separate instances. He graduated first in his class from the Pennsylvania State Police
Academy. He also served on a police SWAT team and as a self-defense, first aid and rappelling instructor
Data-driven financial professional focusing on growing skills, certifications and competencies while helping clients make sense of wealth management.
Bachelor of Science in Business Administration: Finance, University of Pittsburgh Pittsburgh, PA
• CFA Level II Candidate
Sam excels at the organizational and strategic activities that make a wealth management practice run efficiently and with an eye toward constant improvement. His outside-the-box thinking, combined with his respect for due diligence ensure he’s providing the best financial services for every client, every time.