Timothy J McDonald CPA CFP
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About
Timothy J McDonald CPA CFP provides personalized financial planning and investment management to individuals and families. The brochure lists services including financial planning, retirement and tax planning, investment management, and estate planning.
The firm says it employs a mix of fundamental and technical analysis and asset-allocation strategies, tailoring portfolios to each client’s risk tolerance, goals, and time horizon, and it generally acts with discretionary authority to implement agreed-upon strategies. Client accounts are reviewed on a regular basis, and the firm directs trade execution and custody through Charles Schwab.
The adviser combines CPA and CFP credentials and explicitly integrates tax planning into its advisory services, a feature that can be meaningful for clients seeking coordinated tax and investment advice. The firm manages roughly $65 million across about 60 client relationships, indicating a higher average account size, and its disclosure notes it does not engage in other financial industry activities or affiliations (distinct from the small minority of peers that sell other financial products).
Client services
Expertise
Fee options
Main office
22285 Pepper Rd #305
Lake Barrington IL 60010
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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