A complete list of active advisors currently associated with Macdonald Wealth Associates LLC

Warmer can help you find a great advisor at Macdonald Wealth Associates LLC or one who fits your needs even better.

The firm provides investment management and comprehensive financial planning to individuals, families, trusts, business owners, charitable organizations, nonprofit organizations, foundations and institutions. Investment management focuses on individual portfolios and generally requires a $2.5 million account minimum, while financial planning and related services such as philanthropic consulting and family governance are offered without a minimum. The firm constructs client-specific investment policy statements and may manage accounts on a discretionary basis, combining passive and active strategies—including individual equities, options, ETFs and mutual funds—underpinned by fundamental, technical and cyclical analysis. Portfolio construction and supervision are guided by clients’ stated objectives, tax considerations and asset‑allocation targets, and clients may impose reasonable restrictions on securities or sectors. The brochure highlights several features that are less common among peers: the firm provides educational seminars and speaking engagements, offers fixed‑fee and limited‑scope planning options alongside an hourly planning engagement, and delivers written or electronic plans with ongoing monitoring. It also discloses the recommendation or selection of outside managers for portions of client accounts and states that the firm does not act as a private fund adviser, while principals maintain separate entities to hold non‑public investments and a family foundation.

To learn more about the advisors currently working at Macdonald Wealth Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.