Philip McDonald

About Philip

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... One thing I want my clients to know about me is... I'm here to be your trusted financial partner- someone who listens, understands what matter most to you, and helps turn your goals into a clear, confident plan for your future.

Areas of focus

Credentials & background

The firm