Overview

I have been in business for 18 years,and have built a team made up of a full time assistant, paraplanner and a team of junior advisors. MDonovan Financial is a financial planning firm under a large hybrid RIA at LPL Financial with offices in Rockland and Waltham, MA. We are multi-custodial (we can custody assets at LPL, Fidelity, Schwab.) We charge fees for a comprehensive financial plan and offer objective solutions. We focus on multi-generational financial, tax and estate planning for HNW families and business owners. A large percentage of clients are in the medical field. For HNW clients >20M or those with complex situations we offer family office services.

I grew up on the south shore of Massachusetts and now live in Norwell with my wife and 3 children. I am 42 years old and look forward to at least 30 more years of building a practice that helps families and businesses with planning solutions. Very interested in having a conversation with advisors, teams, and firms, looking for an immediate sale or a process oriented transition out of the business. We have strong internal team to help with valuations and transitions.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...