John G. McCarthy, III been a financial planner since 1993 when he affiliated with Osaic FA (formerly Lincoln Financial Advisors). Primarily focusing on financial planning and investment management solutions for high-net-worth clients and executives, John has been consistently listed on the top 50 advisors nationally (Top of Council) and consistently inside the top 25 on this list (see membership and award disclosures below).

John’s mission is focused primarily on financial planning and investment management programs for executives, business owners, and high-net-worth families. John’s passion is staying connected to his peers to remain on the cutting edge of financial planning knowledge. He is a member of The Resource Group (composed of top advisors nationally) and sits on the Investment Committee. John was born and lived in Beirut, Lebanon, until the age of 4 when he moved to London, England. He spent his time between London and Geneva, Switzerland, before coming to the United States to attend college.

He lives in Cockeysville, Maryland with his wife Alaleh and their three children (Aidan, Nadiya, and Ellia) and enjoys golf, tennis, running, reading, and traveling.