McDonald Partners

Overview

McDonald Partners is a full-service brokerage and investment advisory firm headquartered in Cleveland, Ohio, with additional offices in Toledo, Ohio, and Ann Arbor, Michigan. The firm offers comprehensive solutions with a customer-centric focus, providing services ranging from business planning to personal financial planning and investment strategies. Utilizing a vast suite of investment products and benefiting from RBC Correspondent Service technology and support, McDonald Partners creates customized plans based on clients' financial goals. The firm's team comprises experienced business leaders, including certified financial planners, retirement specialists, and a managed assets team, all dedicated to delivering current, innovative products and advice. Advisors adhere to a consultative process, utilizing a wide array of products and services to design tailor-made programs that suit clients' needs. McDonald Partners maintains a simple philosophy: to always provide clients with the highest possible quality of advice and service to help them achieve their financial goals and objectives. To accomplish this mission, the firm provides an environment wherein financial advisors can offer world-class financial services to their clients in an atmosphere of mutual respect for the professionalism of both the firm and the advisor. As a result of this freedom to serve their clients, McDonald Partners is comprised of advisors who come from a variety of backgrounds, enabling them to provide expertise in all areas of financial and investment strategies.