Custom Wealth Management
We create strategies that are tailored to your needs and goals.
Lifelong Financial Guidance
Years of experience have prepared us to guide you through your life transitions.
A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Wealth Management, Tailored To You
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination.
SERVICESHow Can We Help You?
We offer a wide variety of services all geared to help you with your financial goals.
Review of portfolio, Asset Allocation, Withdrawal Strategies, Account Aggregation, Monitoring Outside Accounts, Stock Concentration, Risk Analysis
Goal Setting, SS Analysis, Cash Flow Analysis, IRA and Roth Conversions, Review Employer-Sponsored Plans, RMD’s and W/D Strategies, Annuities and Pensions, Self-Employed Plans, Bucket List Items
Review of Existing Policies, Life Insurance Needs Analysis, Long Term Care Insurance Analysis, Disability Insurance Analysis, Homeowner’s/Renter’s Insurance Review, Health Insurance Review, HSA, Medicare
Wills, POA, Living Will, Health Care Proxy, Trusts, Estate Taxes, Guardianship, Charities
Gifting, College, Caring for Elderly, 529’s, Trusts
Review of Cost Basis, Realized Gains, Deductions and Credits, Tax Returns Review
Meet Our Team
Owner / LPL Financial Advisor, CDFA®
What Our Clients Have To Say
"AJ and I have known each other professionally since 1999 when he was a financial advisor at our Weld Schools Credit Union (now Weld Community Credit Union). I was then a teacher for Weld County School District 6, and AJ was our financial advisor. Twenty-four years have seen a world of changes everywhere, and more particularly in the world of finance. AJ in all these years has been forthcoming and honest in all that was to be transactional and monetized. He has always been well-informed and so willing and capable of translating that knowledge to me, whose interests and talents lie elsewhere. But there is something even more. Relationships with AJ are far more than transactional. He goes out of his way to connect with clients on a personal level, and in so doing opens the relationship to another dimension, for the benefit of everyone."
Kelvin and Holly K.
"My wife and I joined Macdonald Financial in 2008. As an employee of Kodak, AJ came highly recommended. We retired in 2022 and needed a wealth manager to guide us in the right direction. Devin is our wealth advisor, and we are so thankful to have him, and the rest of the team at Macdonald Financial."
Dean and Sharon M.
"Macdonald Financial, AJ, and the entire staff are wonderful to work with. We have received great financial advice, always looking out for our goals and best interests."
Jim and Lynda P.
"After being dissatisfied with a financial institution we were fortunate to be introduced to AJ Macdonald of Macdonald Financial. It continues to be a prosperous financial partnership. AJ, Devin, and the team at Macdonald Financial are always available to answer our questions. They keep us well informed about what is going on in the financial world. This group have our financial backs!"
"I have been with Macdonald Financial Services for several years. AJ always greets you with a smile, but , more importantly, he is fabulous with my money! I don't know what I would do without Macdonald financial services."
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