About Us

McDonald Financial  was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial and Group Benefits Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.


Investment Policy

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Here at McDonald Financial we pride ourselves on designing asset allocations that cater to each client’s individual needs. When creating investment portfolios we combine investments with above average peer rankings with the other investments in a client's portfolio. We place all of our investments with excellent managers and risk tolerance is always carefully looked at for each client's needs.  Please note that asset allocation cannot guarantee against loss; it is a method used to help manage risk.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (888) 388-4834.