John G. McCarthy, III been a financial planner since 1993 when
he affiliated with Osaic Wealth, Inc. (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
four children (Aidan, Nadiya, Ellia, and Lyla) and enjoys golf,
tennis, running, reading, and traveling.