Mike McWhinnie

Mike believes wealth is most meaningful when it supports the life you want to live and the legacy you hope to leave behind. As a Financial Advisor with Legacy Financial Advisors, he partners with successful professionals, business owners, retirees, and multi-generational families to help simplify complex financial decisions and create clarity around their financial future.

Since beginning his career in financial services in 2000, Mike has helped clients navigate market cycles, retirement transitions, and evolving financial priorities with confidence. He specializes in comprehensive wealth management, retirement income planning, investment strategy, tax-efficient planning, and estate planning coordination. By integrating these disciplines into a cohesive strategy, Mike helps clients make informed decisions and stay focused on their long-term goals.

Before joining Legacy Financial Advisors, Mike built a diverse foundation at Fidelity Investments, where he held positions in equity, options, and fixed-income trading, tax-sensitive portfolio management, and leadership. This experience provides him with a broad perspective on financial markets and a deep understanding of the challenges individuals and families face as they build, preserve, and transfer wealth across generations.

Mike earned his bachelor’s degree from the University of Kentucky and his MBA from Xavier University. He is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to helping clients align their financial resources with their values, goals, and vision for the future.

Outside of the office, Mike enjoys spending time with his wife, Beth, and their three children. Whether traveling with family, attending sporting events, or enjoying a round of golf, he values opportunities to connect with the people and activities he enjoys most. Mike is a passionate fan of the Kentucky Wildcats, Cincinnati Bengals, and FC Cincinnati.