Brandon McIlroy is President & COO of The McIlroy Financial Group, a financial advisory firm specializing in succession, estate and investment planning for small business owners and corporate executives. Brandon guides families through the emotional and financial factors of family wealth transfers. He specializes in designing innovative solutions for those who have achieved substantial success and are dealing with difficult income and estate tax problems, as well as business succession issues. Brandon is committed to understanding your situation and customizing a comprehensive financial plan to help achieve your goals. Whether you are an executive at a Fortune 500 company, a small business owner, the bread winner of your family or a company ready to go public, Brandon and his team can help you translate your goals into action steps. Brandon is a motivating catalyst to take the words from the plan into immediate action.
He is a second generation advisor with Sagemark Consulting and a member of Private Wealth Services, the preeminent group of financial planners within Lincoln Financial Advisors Corporation who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies. Sagemark Consulting Private Wealth Services is a Select Member group of Lincoln Financial Advisors which focuses on clients in the high net worth market.
Brandon specializes in designing innovative solutions for those who have achieved substantial success and are dealing with difficult income and estate tax problems, as well as business succession issues.
Brandon has a bachelor’s degree in Business from the University of Colorado.
Actively serving in the community, Brandon has volunteered with the Denver Area Boy Scouts for over 10 years.
Brandon and his wife, Melanie, live in Denver, Colorado. They enjoy skiing and running together. They have four beautiful daughters who are involved in soccer, ballet and piano.