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McDonnell Wealth Management, LLC

EST. AUM
$166,690,509

CONTACTS
2

CLIENT ACCOUNTS
467

Firm Details

Metro area Chicago
CRD Number 164252
Website mcdonnell-capital.com
Client types

Overview

McDonnell Wealth Management, LLC, operating as McDonnell Capital Management, is a fee-only investment adviser based in Oak Forest, IL, USA. The firm serves a diverse clientele including select individuals and families, various institutions and associations, and company retirement plans. Their advisors possess multi-disciplinary expertise encompassing financial planning, investments, tax strategies, estate management, and risk management, consistently acting as a true fiduciary for their clients. As an independent and fee-only Registered Investment Adviser, the firm upholds fiduciary standards that surpass typical industry regulations in the U.S., ensuring that all decisions are deliberate, purposeful, and fully aligned with client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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