Thinking About Your Next Chapter?

Partner with Macdonald Financial Services to Secure Your Legacy and Protect Your Clients' Future

Ideal Seller Profile

✅ AUM: $25M – $100M
✅ Geography: CO, WY, AR, SC
✅ Affiliation: Corporate or Hybrid
✅ Revenue Mix: Prefer commission-based, open to fee

✅ Clients: 50–300 households
✅ Avg. Account Size: $100K–$500K
✅ Service Model: Primarily asset management
✅ Transition: Sell-and-go preferred

Building on Your Legacy. Protecting Your Clients' Future.

If you're considering a transition, let’s talk about how we can honor the business you've built and ensure a seamless experience for your clients.

schedule a call

Why Advisors Choose Macdonald Financial

Respect for Your Legacy

We know what it takes to build a firm, and we’ll treat yours with the care it deserves.

Smooth Transition

We make client and staff transitions seamless and respectful.

Clear, Open Communication

From start to finish, we’ll keep the process straightforward.

Proven Experience

With two previous acquisitions and a strong operational foundation, we’re ready to move at your pace.

Experienced. Personal. Built on Purpose.

Macdonald Financial Services is an independent wealth management firm in Loveland, Colorado, affiliated with LPL Financial. With over $425M in assets under management, three advisors, and over 30 years of experience, our team is committed to delivering exceptional service and personalized guidance.

Our founder, AJ Macdonald, entered the financial profession after losing his father unexpectedly at age ten. The stability provided by life insurance changed his family’s future—and inspired his life’s work: to help others find financial security and confidence.

Let's Get Started

Our Acquisition Process

Confidential Conversation
No-pressure introduction to understand your goals.
Explore Compatibility
We’ll assess client fit, values, and service models.
Valuation & Deal Structure
Collaborative discussion around terms and timeline.

Transition Planning
Client-first strategy with your input and insight.
Close & Celebrate
You move into your next chapter with confidence.