At McDonald Partners, our team works together toward the same, unified goal: remove any obstacles that prevent us from serving our clients.

To that end, we at McDonald Partners might be a bit old fashioned, and necessarily so. We like to talk with our clients and understand their goals and aspirations. We feel that the best way to understand a financial plan is to understand our clients, as people.

That’s why we have all chosen to work at McDonald Partners. We are committed to our people and our clients, and the relationships that make us stronger.

We invite you to get to know us and put us to work for you.