Jimmy MacDonell, CFP®, CPA

Lead Advisor | Washington, D.C. | 703.682.1463

How do I help our clients live a richer life?
Our clients look to us to provide holistic advice on all aspects of their personal finances. I work as my client’s Personal CFO to help them understand their current and future financial situation so that they can gain comfort in knowing that they will be able to live and experience life the way they want. I’ve been in client service my entire career and take pride in knowing that the advice I provide will help my clients live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
Sports and outdoor activities have always provided a needed balance in my life. My wife and I have worked to incorporate these passions into the lives of our three boys as early as possible so that they can learn from teamwork and all that nature has to offer.

Articles by Jimmy MacDonell, CFP®, CPA

Deferred Compensation: A Guide for Executives
Financial Planning for Equity Partners
Defined Benefit Plans turn Your Savings into a Pension-Type Retirement