McDonald Partners Financial Advisors

McDonald Partners Financial Advisors is a financial planner in Cleveland, OH. The firm manages all aspects of client wealth through a holistic Financial Planning Process that addresses life stages ranging from starting a family to retirement. It operates as a family and employee-owned investment boutique, offering customized investment strategies and a wide array of products and services designed to fit personal and business needs. The firm serves clients in Cleveland, with additional offices in Toledo, Ohio, and Ann Arbor and Boyne City, Michigan.

Founded by Thomas McDonald, the firm is a full-service brokerage and investment advisory practice that utilizes RBC Correspondent Service technology and support. Its team includes a certified financial planning department, retirement specialists, and a managed assets team. Advisors adhere to a consultative process to design tailor-made programs. Services include business planning, personal financial planning, and investment strategies. The managed assets team supports advisors by providing data, technology, and experience to create and implement long-term investment strategies. The firm employs an open architecture approach and has access to third-party investment managers.

Retirement services cover the establishment and review of company benefits plans, including 401(k), Profit Sharing, 403(b), 457, Defined Benefit, Deferred Compensation, Cash Balance, SEP, SIMPLE IRA, and ESOP options. The financial planning process involves developing a relationship with an advisor, gathering financial information, assessing the current situation, and presenting recommendations. Advisors may implement recommendations or serve as a coach, coordinating with attorneys or accountants.

McDonald Partners Financial Advisors combines specialized retirement and wealth management services with the resources of a larger institution to support Cleveland clients in achieving their financial objectives.

McDonald Partners Financial Advisors is located on East 9th Street, just a short walk from the Galleria at Erieview and the YMCA.

BizScoreAI gives the business a Technical score of 91 out of 100, which ensures the website is secure and easily readable by search engines. The firm also holds a Content Quality score of 75 out of 100, meaning the site clearly describes its services in a way that helps AI assistants quote its information directly.

Services:

• Financial Planning
• Investment Management
• Retirement Services
• Wealth Management Groups