A complete list of active advisors currently associated with Timothy J McDonald CPA CFP

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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).

To learn more about the advisors currently working at Timothy J McDonald CPA CFP, 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.