Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. We are a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus.

Our specialized approach allows us to create a customized plan based on your financial goals. We have the advantage of utilizing RBC Correspondent Services'​ suite of services and technology to meet our clients'​ needs.

To learn more about McDonald Partners, please visit our web page at: www.mcdonald-partners.com 

Copyright © 2020 McDonald Partners / All Rights Reserved

McDonald Partners, LLC is a Member FINRA & SIPC. The content on this website is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by McDonald Partners, LLC.

McDonald Partners LLC is an SEC-registered investment adviser, offering an array of investment strategies. Registration with the SEC does not imply any level of skill or training. McDonald Partners'​ strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV, which is available at https://adviserinfo.sec.gov/.

McDonald Partners, LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. McDonald Partners, LLC will not accept purchase or sale orders via LinkedIn or its messaging systems. McDonald Partners, LLC is not responsible for content posted by third-parties.

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Investment Management

McDonald Partners

McDonald Partners' headquarters in Cleveland, OH, United States

Beatty McDonald

Tim A R. Hanson

Bill Hegarty

The Management team at McDonald Partners is responsible for overseeing the strategic direction and overall operations of the firm. This team ensures that the company's brokerage and investment advisory services align with client financial goals and regulatory requirements. They also leverage advanced services and technology provided by RBC Correspondent Services to enhance client solutions.

Management

This department provides financial guidance and planning to clients, helping them achieve their financial goals.

Financial Services

The Investment Management team at McDonald Partners focuses on creating and managing customized investment strategies tailored to meet clients' financial goals. This team leverages proprietary insights and RBC Correspondent Services' advanced technology to optimize portfolio performance while carefully assessing risk. Key roles within the team include portfolio management, investment analysis, and client advisory, all aimed at delivering comprehensive and customer-centric financial solutions.

This department manages office operations and provides administrative support to enhance organizational efficiency.

Administration

The Client Service Team at McDonald Partners is dedicated to ensuring a seamless and personalized experience for our clients. This team, comprising Senior Registered Client Service Associates, a Registered Representative, an Office Manager, and an Administrative Assistant, is responsible for managing client relationships, addressing inquiries, executing transactions, and supporting the delivery of customized financial strategies. Their expertise and attention to detail are integral in maintaining the high level of service and satisfaction our clients expect.

Client Service Team

This department oversees the strategic direction and overall management of the organization.

McDonald Partners

Org chart

Teams

Management

Financial Services

Investment Management

Administration

Client Service Team

Executive Leadership

Offices

McDonald Partners

Org chart

Teams

Management

Financial Services

Investment Management

Administration

Client Service Team

Executive Leadership

Offices

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