McDonald Hartman Wealth Advisors

McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary managed accounts and consulting. The firm maintains a relatively small client roster and manages roughly $26.3 million in client assets while requiring a $1,000,000 minimum account size.

The firm tailors advice to client objectives, time horizon, and risk tolerance, employing asset‑allocation and dollar‑cost averaging alongside both long‑ and short‑term trading and technical analysis as appropriate; it emphasizes preserving purchasing power over the long term and recommends ongoing coordination with tax professionals. Strategies are implemented through accounts at an independent custodian (the firm recommends Charles Schwab), and the advisor may aggregate trades across client accounts and provide financial planning either as part of asset management or under a separate engagement.

Compared with many independent advisers that primarily serve non‑HNW individuals, this firm’s high minimum and small client base point to a more focused, boutique practice led by a principal with CFP credentials. The firm does not charge performance‑based fees, does not participate in wrap programs, and generally leaves proxy voting to clients rather than voting proxies on their behalf.