Insights

Niche Market Focus McDonald & Hagen Wealth Management operates within a specialized segment of the financial services industry, targeting high-net-worth individuals seeking personalized, comprehensive wealth management solutions, presenting opportunities for tailored financial products and premium advisory services.

Technology Adoption The company's use of modern web technologies such as Bootstrap, jQuery, and Google Tag Manager indicates a commitment to an engaging digital experience, suggesting potential collaboration on fintech integration or digital marketing enhancement projects.

Growth Potential With a revenue range of one to ten million dollars and a relatively small team, McDonald & Hagen presents an opportunity for scalable growth initiatives, including expanding service offerings or leveraging strategic partnerships to increase market share.

Competitive Landscape Operating amidst industry giants like Charles Schwab and Fidelity, McDonald & Hagen can benefit from targeted marketing strategies emphasizing personalized service quality and trust, differentiating itself through client-centric approaches.

Client Trust Emphasis The company's foundational values of trust and integrity highlight opportunities to develop client engagement platforms, such as CRM enhancements or tailored client communication tools, to deepen client relationships and foster loyalty.

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McDonald and Hagen Wealth Management Tech Stack

McDonald and Hagen Wealth Management uses 8 technology products and services including Cloudflare CDN, Font Awesome, Google Fonts API, and more. Explore McDonald and Hagen Wealth Management's tech stack below.

Cloudflare CDN
Content Delivery Network
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks
AddThis
Widgets

Media & News

McDonald and Hagen Wealth Management's Email Address Formats

McDonald and Hagen Wealth Management uses at least 2 format(s):

McDonald and Hagen Wealth Management Email Formats	Example	Percentage
First.Last@lpl.com	John.Doe@lpl.com	91%
First.L@lpl.com	John.D@lpl.com	4%
F.Last@lpl.com	J.Doe@lpl.com	2%
FLast@lpl.com	JDoe@lpl.com	1%
FirstLast@lpl.com	JohnDoe@lpl.com	1%
Last.First@lpl.com	Doe.John@lpl.com	1%
First-L@mcdonaldhagen.com	John-D@mcdonaldhagen.com	25%
First.Middle@mcdonaldhagen.com	John.Michael@mcdonaldhagen.com	25%
First-L@mcdonaldhagen.com	John-D@mcdonaldhagen.com	25%
First.Middle@mcdonaldhagen.com	John.Michael@mcdonaldhagen.com	25%

Frequently Asked Questions

Where is McDonald and Hagen Wealth Management's headquarters located?

McDonald and Hagen Wealth Management's main headquarters is located at 350 Leavell Circle Montgomery, Alabama 36117 United States. The company has employees across 1 continents, including North America.

What is McDonald and Hagen Wealth Management's phone number?

You can contact McDonald and Hagen Wealth Management's main corporate office by phone at

+1-334-387-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McDonald and Hagen Wealth Management's official website and social media links?

McDonald and Hagen Wealth Management's official website is mcdonaldhagen.com and has social profiles on LinkedIn.

What is McDonald and Hagen Wealth Management's NAICS code?

McDonald and Hagen Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does McDonald and Hagen Wealth Management have currently?

As of December 2025, McDonald and Hagen Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include Owner: D. M.Independent Lpl Financial Advisor: E. M.Bookkeeper: Y. C.. Explore McDonald and Hagen Wealth Management's employee directory with LeadIQ.

What industry does McDonald and Hagen Wealth Management belong to?

McDonald and Hagen Wealth Management operates in the Financial Services industry.

What technology does McDonald and Hagen Wealth Management use?

McDonald and Hagen Wealth Management's tech stack includes Cloudflare CDNFont AwesomeGoogle Fonts APIModernizrjQueryGoogle Tag ManagerBootstrapAddThis.

What is McDonald and Hagen Wealth Management's email format?

McDonald and Hagen Wealth Management's email format typically follows the pattern of First.Last@lpl.com. Find more McDonald and Hagen Wealth Management email formats with LeadIQ.

McDonald and Hagen Wealth Management

Financial ServicesAlabama, United States11-50 Employees

At McDonald & Hagen Wealth Management, our goal is to be your most trusted advisor and to provide comprehensive wealth management through our professional experience, knowledge and insight of financial markets and global economic trends. Our company was founded on time-tested values; trust, integrity, and client-centered excellence. We are committed to honoring the trust our clients place in us through an un-compromising, life-long pledge of service to them and their families. Our goal is to assist our clients in both discovering and pursuing their lifetime goals and objectives.