A complete list of active advisors currently associated with MCDONNELL Financial Services

Warmer can help you find a great advisor at MCDONNELL Financial Services or one who fits your needs even better.

McDonnell Financial Services provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and some corporate clients. The firm manages a modest asset base for a very small client roster and combines ongoing investment oversight with standalone planning and consulting engagements. The firm emphasizes passive, index‑linked strategies and uses ETFs, mutual funds, managed funds, individual securities, REITs, and bonds to construct portfolios, with quarterly reviews and the option for clients to impose reasonable restrictions. It also relies on third‑party research and software to inform allocations and offers both comprehensive planning and ad‑hoc consulting. Distinctive features include an optional performance‑based fee arrangement for certain larger clients, a relative rarity among independent advisers, with protections intended to avoid fees when prior peak performance has not been exceeded. The adviser also discloses a part‑time outside engagement providing financial‑analysis services to a separate financial firm via a staffing firm; the activity is monitored and disclosed as a potential conflict and reflects the firm’s small, concentrated operating model.

To learn more about the advisors currently working at MCDONNELL Financial Services, 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
Stephen Mc Donnell	Pasadena, CA	10

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