# Timothy J. McDonald CPA CFP

Timothy J. McDonald CPA CFP is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125211
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125211

## About

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.

## People

- Timothy J. McDonald — Principal

## 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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- [RUSHWALD, MARK STEVEN](https://altss.com/profile/rushwald-mark-steven)
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Last updated: 2026-07-06T01:24:27.226Z

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