TIMOTHY J MCDONALD CPA CFP

Overview

Timothy J Mcdonald Cpa Cfp operates as an independent Registered Investment Advisor (RIA) and primarily serves individual and family clients. The firm focuses on providing financial planning services and portfolio management tailored for individuals and small businesses. As a sole proprietorship, it is owned and operated by Timothy J Mcdonald, who is actively engaged in the advisory activities of the firm. The firm operates under a fee structure based on a percentage of assets under management (AUM) and is involved in the sale of other financial products. However, it does not actively engage in ESG investing or serve as a multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices