A complete list of active advisors currently associated with McDonell, Mark Robert

Warmer can help you find a great advisor at McDonell, Mark Robert or one who fits your needs even better.

McDonell, Mark Robert presents services that combine accounting and advisory work with personal financial planning. The brochure describes fee-only delivery of compiled financial statements, auditing services, tax preparation and planning, and personal financial planning for individuals. The firm’s materials emphasize professional credentials and a technical approach: the advisor is a CPA and Personal Financial Specialist with graduate and undergraduate degrees in accounting and economics, and provides GAAP-based compilations and audit services alongside tax-aware financial planning. Services are described as oriented toward preparing audit-ready financial information and integrating tax considerations into clients’ financial plans rather than selling commission-based products. What is distinctive for a firm in this regulatory category is its accounting-centered practice model — offering audits, compilations and tax services in addition to planning — and the explicit focus on producing financial statements used by creditors, investors, outside boards, and government agencies. That combination of CPA/PFS credentials and audit-capable services suggests experience with institutional and governmental reporting needs not commonly emphasized by investment managers.

To learn more about the advisors currently working at McDonell, Mark Robert, 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.

Name	Location	Years of experience
Mark Mcdonell	Santa Rosa, CA	2

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