About Us

Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Maumee, Ohio, Ann Arbor, Michigan and Chicago, Illinois. We are a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus.

From business planning to personal financial planning and investment strategies, our specialized approach allows us to create a customized plan based on your financial goals. We have the advantage of utilizing Wells Fargo’s vast suite of investment products, while also benefiting from the support of their services and technology.

Our talented team of financial partners represents a group of experienced business leaders. We house a certified financial planning department, retirement specialists and a managed assets team - all dedicated to providing the most current, innovative products and advice available. Our advisors provide the highest levels of personal counsel, service and guidance, while adhering to our consultative process.

By utilizing a wide array of products and services, our financial advisors are able to design a tailor-made program that suits your needs.

 

Mission Statement

 

If you have been unable to connect with your advisor or any of our office through normal methods and/or have tried all of the numbers listed on this page and they are not functioning, click here for an emergency contact number.