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Edward McDonough

McDonough Capital Management

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Edward McDonough

McDonough Capital Management

Edward McDonough, a financial fiduciary has been a Paladin Registry member since 2006. Edward is the owner of McDonough Capital Management. Edward holds the Certified Financial Planner certifications and has over 32 years of experience. Edward provides financial services to clients in the Orlando, Florida area.

I. Snapshot

A. Registry Member
  • Since 2006
B. Years of Experience
  • 32
C. College Degrees
  • Lehigh University - BSME
  • Lehigh University - MBA
  • College of Financial Planning - CFP
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Edward McDonough
B. Main Location
  • 6000 Turkey Lake Rd Ste 212
    Orlando, Florida, 32819
C. Telephone
  • 407.248.9647

III. Internet

B. Social Connections
C. View Blog

IV. Firm(s)

A. Name of Firm
  • McDonough Capital Management
B. Relationship to Firm
  • Owner
C. Name of RIA
  • McDonough Capital Management
D. Name of Broker/Dealer
  • Triad Advisors, LLC
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional
  • National Financial Services

V. Credentials

A. Years of Financial Experience
  • 32 Years
B. College, Degrees, Years
  • Lehigh University - BSME
  • Lehigh University - MBA
  • College of Financial Planning - CFP
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Florida
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 1701165
  • IARD: 143767
  • Insurance: A171959
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Investment Products for Commission: See List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Insurance Products for Commission: See List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Securities offered through Triad Advisors, LLC A registered broker/dealer. Member FINRA & SIPC. Advisory services offered through McDonough Capital Management. McDonough Capital Management is not... View More
    Securities offered through Triad Advisors, LLC A registered broker/dealer. Member FINRA & SIPC. Advisory services offered through McDonough Capital Management. McDonough Capital Management is not affiliated with Triad Advisors, LLC
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    1)We act as a Fiduciary & put your interest first. 2)We do all our own research from numerous independent sources thereby avoiding the conflicts of interest from firm generated research. 3)We have combined experience of over 122 years. 4)We provide our clients the best service in the industry by responding quickly. 5)We have pledged to the highest standard of integrity. 6)We maintain our continuing education. 7)We used state of the art technology including Nobel Prize winning Risk software.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Tax Advice & Services
  • Other
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews
  • Planning Only
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Edward McDonough
Most Recent Update:
  • Jul 12, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other

Estate Planning, College Planning