Grow Wealth.
Live Life on Your Own Terms.
“Clients have chosen me because they were intrigued by my investment philosophy and financial independence.”
—Stephen McDonnell
At the urging of friends and family, I founded McDonnell Financial Services out of a passion for personal finance management. Using a unique and personalized approach, my long-term goal is to help people understand, maintain, and grow their current and future wealth, along with strategically managing all other financial aspects of their lives— taxes, debt, retirement planning, insurance, etc
PERSONALIZATION
I listen and customize plans for you. I care and take time to explain.
I offer services that create wealth, not just what stocks to invest in. My unique method involves an in-depth and upfront screening method called a Financial Diagnostic Assessment.
INDEPENDENCE
I answer only to you, not a large firm.
In the same way a doctor does an examination and runs tests before making a diagnosis and a treatment plan, my Financial Diagnostic Assessment includes an analysis of your financial situation —tax returns, income history, any investments, all revenue streams, outstanding debts, social security statements, etc.—along with a discussion of your personal goals.
COMPREHENSIVE APPROACH
I look at your whole financial picture before we begin.