Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio, with additional offices in Toledo, Ohio, and Ann Arbor, Michigan and Boyne City, Michigan. 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 approach and resources allow us to create a customized plan based on your financial goals. We have the advantage of utilizing a vast suite of investment products, while also benefiting from RBC Correspondent Service technology and support, a clearing firm since 1979.
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 a 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.
McDonald Partners maintains a simple philosophy: to always provide 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.