McDonough Capital Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

McDonough Capital Management is a small financial services firm based in Orlando, Florida, offering customized, one-on-one financial planning across retirement, investments, wealth management, tax planning, education planning (529), estate planning, insurance planning, and business planning. As a Registered Investment Adviser and Certified Financial Planner, the firm acts as a fiduciary, prioritizing clients’ interests and avoiding proprietary products or quotas, operating independently rather than as employees of banks or insurance firms. It emphasizes a client-centered approach aimed at helping individuals and families achieve their financial goals.

The firm highlights personal service supported by a small staff and modern technology, with custody relationships at Charles Schwab & Co and Fidelity Investments and securities offered through Osaic Wealth, Inc; advisory services are offered through McDonough Capital Management, which is not affiliated with Osaic Wealth Inc. In 2023, it received the Best of Orlando Award in the Financial Planning category, reflecting local recognition of its work.

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