Welcome to the Web site for McCoy Foat Wealth Management Group

McCoy Foat Wealth Management Group is a Registered Investment Adviser licensed in Oregon and may conduct business in other states where appropriate licensing or exemptions are satisfied. Advisors are dually licensed with Independent Financial Group, LLC. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investments products and services offered through Independent Financial Group are currently only available to residents of: Alaska (AK), Arizona (AZ), California (CA), Colorado (CO), Kansas (KS), New York (NY), Oregon (OR), and Washington (WA).
 

     

 
Advisory services offered through McCoy Foat Wealth Management Group. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction (for securities): 340 Oswego Pointe Drive, Suite 204 Lake Oswego OR 97034.