We're a full-service financial advisory firm, committed to helping you pursue your financial goals. When you choose a certified financial planner, you're not just picking someone who is good with money. You're choosing a professional who will come to know you and your personal and financial matters which impact your daily life. Even when you're not thinking about your money, we'll be working to make sure it's doing what you need it to do. And when your life changes, for good or bad, we'll be here to help you navigate the road ahead.
Katie MacDonald is a Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), Certified Divorce Financial Analyst (CDFA®), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) and NFLPA Registered Player Financial Advisor who loves finance, but loves helping people more. She can't wait to sit down with you, learn about your daily life, your struggles and worries, and your hopes and goals, then come up with a financial plan that will help you achieve your dreams.
MacDonald Wealth Management is dedicated to developing lasting relationships with all our clients and our personalized approach will be your anchor for a financially fit life.