McKee Investment Planning, Inc. (MIP) is a financial planning and investment advisory firm serving individual investors, corporations, and businesses. Guided by its values of integrity, education, and experience, the firm aims to provide clear, dependable guidance and help clients understand their financial position and next steps.

For individual investors, MIP offers investment management and comprehensive financial planning, including retirement planning, college savings plans, portfolio analysis, and insurance reviews. Its services also include mutual fund and equity guidance. For corporate clients and businesses, MIP helps create and administer 401(k) and other retirement plans, provides employee benefits training, and offers business consulting.

The team includes Arthur McKee IV, who holds an MBA and the CERTIFIED FINANCIAL PLANNER® designation, and Cassandra Gegenheimer, a Registered Investment Advisor Representative and Qualified 401(k) Administrator™. Cassandra joined the firm in 2023 and handles retirement plan administration. Her professional background includes insurance product management and financial-crime investigations. MIP’s range of planning and workplace services supports clients with both personal financial goals and employer-sponsored retirement needs.