McDonald Partners is a family and employee-owned investment boutique based in Cleveland, OH, with additional locations in Boyne City, MI, Ann Arbor, MI, and Toledo, OH. They are committed to their clients and offer a wide array of products and services, including financial planning, investment management, and retirement services. With a proven investment process and a holistic approach, McDonald Partners helps clients achieve their goals and build and preserve their future.
As a SEC-registered investment adviser, McDonald Partners provides hard-working investment strategies tailored to accommodate clients' ever-changing lifestyles and goals. Their team of advisors implements a client-focused approach, ensuring that whether clients are starting a family, building a business, or preparing for retirement, they are well-prepared at every stage of life. With a commitment to proven principles and progress, McDonald Partners strives to create successful investment strategies for their clients.
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