Meet Your Team
over 100 years of collective financial services experience
James Minich and Jason MacGregor have worked hard to assemble a team of specialists with over 100 years of collective financial services experience to help you achieve your financial and retirement goals.
Financial Advisors & Support Staff
ABOUT US
Origin Story
Get a candid account of Minich MacGregor’s inception and growth, as recounted by Jason MacGregor. Get a firsthand look into the path that has shaped our present-day achievements. This is the narrative of determination, insight, and steadfast commitment that has brought us to where we are today.
OUR LATEST BLOG POSTS
The Watch List
April 30, 2024
We’re constantly monitoring economic factors, market data, and ongoing storylines to keep you ahead of ...
The Pale Blue Dot
April 22, 2024
Our pale blue dot is just one of billions in the night sky, but it ...
Q2 2024 Market Outlook
April 19, 2024
Looking at how the markets did in Q1 and what can impact the markets in ...
RESOURCES
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FREE Report
Are you ready for retirement?
Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report covering some of the most common retirement-related questions and our answers.