Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Timothy N
Series 63, Series 65
Boyne City, MI
McDonald Partners LLC
Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.
Paul M
Series 65, Series 63
Boyne City, MI
McDonald Partners LLC
Paul Moody is a financial advisor at McDonald Partners LLC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, MI. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized investment approach, combining fundamental, technical, and cyclical analysis across multiple platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters