About McDonald Partners
McDonald Partners is a Financial Services company based in Cleveland (United States) founded in 2005 by Thomas McDonald. It provides financial planning, investment management, and retirement services for clients. It operates on a B2B and B2C model. Its website mcdonald-partners.com draws about 681 thousand monthly visits. McDonald Partners offers products and services including Financial Planning, Investment Management, and Retirement Services. Its focus areas include Finance, Wealth Management, Investment Services and Retirement Advisory. Its legal entity is McDonald Partners, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
McDonald Partners, LLC is an investment firm that delivers customized financial planning, investment management, and retirement services to individuals and businesses. They use a holistic approach to build and preserve wealth through proven strategies. Operating from multiple U.S. locations like Cleveland, Ohio, they serve clients across generations, focusing on personalized needs without promotional bias.
- Headquarters Cleveland, United States
- Founders Thomas McDonald
- SectorsFinancial Services
- Website mcdonald-partners.com
- Legal Name Mcdonald Partners, Llc
Products & Services of McDonald Partners
McDonald Partners offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Services.
Service for creating personalized financial strategies for individuals.
Manages investment portfolios to build and preserve client wealth.
Assists with retirement planning and strategies for future security.
People of McDonald Partners
25 people are tracked at McDonald Partners (15 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Thomas McDonald | Founder | Leadership |
Beatty McDonald | Chief Executive Officer | Leadership |
Bill Hegarty | Chief Investment Officer & Portfolio Manager | Leadership |
Mike Powers | Managing Director Of Investments | Leadership |
Devon Mcardle | Managing Director | Leadership |
Paul R. Moody | Managing Director | Leadership |
Russell Wood | Managing Director | Leadership |
Ted R. Stone | Managing Director | Leadership |
Tom Yako | Director Of Managed Assets | Leadership |
Tim Norton | Managing Director | Leadership |
Joseph Stanzi | Managing Director | Leadership |
Michael Mcgrail | Managing Director | Leadership |
Andy Stover | Managing Director | Leadership |
Jacquie S. Randall | Director | Leadership |
John V. Goodman | Senior Managing Director | Leadership |
Nina Roberts | Administrative Assistant | Team |
Helene Shafiyan | Senior Registered Client Service Associate | Team |
Heather Jones | Senior Registered Investment Associate | Team |
Yasmeen Shousher Moore | Portfolio Analyst | Team |
Casey Bunker | Senior Registered Client Service Associate | Team |
5 more people are available in the full profile.
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Competitors of McDonald Partners
McDonald Partners has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of McDonald Partners
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Web traffic of McDonald Partners
The website of McDonald Partners (mcdonald-partners.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with McDonald Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for McDonald Partners
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- 40 similar websites
- Audience overlap
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Top companies in Investment Banks
3 companies that operate in the same segment as McDonald Partners (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Mcdonald Partners
Complete news archive for McDonald Partners
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Frequently Asked Questions about McDonald Partners
McDonald Partners was founded in 2005.
McDonald Partners is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
McDonald Partners, LLC is an investment firm that delivers customized financial planning, investment management, and retirement services to individuals and businesses. They use a holistic approach to build and preserve wealth through proven strategies. Operating from multiple U.S. locations like Cleveland, Ohio, they serve clients across generations, focusing on personalized needs without promotional bias.
McDonald Partners's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
McDonald Partners offers Financial Planning, Investment Management, and Retirement Services.
McDonald Partners operates through Mcdonald Partners, Llc.
The website of McDonald Partners receives about 681 thousand visits a month.