McDonald Partners maintains a simple philosophy – to always provide our clients with the highest possible quality of advice and service to help them achieve their financial goals and objectives.

To accomplish this mission it is McDonald Partners’ strategy to provide an environment wherein Financial Advisors are able to provide world class financial services to their clients in an atmosphere of mutual respect for the professionalism of both the Firm and the Advisor.

As a result of this freedom to serve their clients, McDonald Partners is comprised of advisors who come from a variety of backgrounds. Together they are able to provide expertise in all areas of financial and investment strategies.

In addition, the Firm utilizes the services and capabilities of First Clearing Corp, LLC, which is an affiliated clearing firm of Wells Fargo, the third largest financial services organization in the country.