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Timothy J. McDonald CPA CFP
TIMOTHY J MCDONALD CPA CFP is a state-registered investment adviser in LAKE BARRINGTON, IL. The firm manages approximately $65 million in regulatory assets.
Overview
TIMOTHY J MCDONALD CPA CFP is a state-registered investment adviser in LAKE BARRINGTON, IL. The firm manages approximately $65 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Timothy J. McDonald
Principal
Frequently asked questions
How does the dual CPA/CFP credential shape the firm's advice?
The CPA license signals authority on tax matters, while the CFP designation covers estate planning, retirement, and insurance needs. Combined, they let McDonald deliver what is marketed as integrated planning — an offering that standalone financial advisors must subcontract to outside CPAs, and that pure accounting firms cannot legally deliver as fee-based advice without a Series 65 or equivalent.
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