Advisor at Timothy J McDonald CPA CFP
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Firm
Timothy J McDonald CPA CFP
Location
Lake Barrington, IL 60010
Credentials
CFP®, Series 63
Industry experience
27 years
Timothy McDonald is the sole advisor at Timothy J McDonald CPA CFP, an independent firm based in Lake Barrington, IL. He holds CFP® and Series 63 designations and has 27 years of industry experience. He is also a partner in the CPA firm McDonald Doherty & Co., where he has been active since 1988. The firm provides personalized financial planning and investment management to individuals and families, integrating tax planning with investment strategies. It employs a combination of fundamental and technical analysis and asset allocation tailored to clients’ risk tolerance and goals, managing approximately $65 million across about 60 client relationships.
Based on Timothy J McDonald CPA CFP
22285 Pepper Rd #305
Lake Barrington, IL 60010
Illinois
Mcdonald, Timothy James
1993 - Present (33 years)
Mcdonald Doherty & Co.
1988 - Present (38 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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CFP®, Series 63, Series 66
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