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McDonough Capital Management, Inc. is a financial advisory company that aims to assist clients in every aspect of their financial lives. They offer customized financial planning services, focusing on retirement planning, investments, wealth management, business planning, tax planning, education planning, estate planning, insurance planning, and tax preparation.
As an independent registered investment advisor (RIA) and certified financial planner (CFP), McDonough Capital Management is a fiduciary who puts clients' interests first. They do not have proprietary products or quotas like many insurance representatives, stock brokers, or bank representatives. They represent the client and not any particular institution.
The company was founded to assist clients in all aspects of their financial lives and strives to provide comprehensive and personal service. Their experienced professionals have a hands-on approach to financial guidance and genuinely care about helping clients achieve their dreams. They emphasize the importance of education and understanding one's financial situation before making decisions about the future.
McDonough Capital Management's mission is to get to know clients' needs, wants, and long-term goals to develop a strategy tailored to their situations. The company understands the challenges families face today — from managing debt to saving for college to retirement — and aims to utilize all available resources to help clients pursue their goals.
In terms of investing and preserving wealth, McDonough Capital Management believes in thinking "out of the box" and is not afraid to challenge conventional wisdom. They are dedicated to their clients' satisfaction and focus all their energy, commitment, and efforts on helping them achieve financial stability and independence.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
143767 | 4 |