Helping Multi-Generational Families

We combine our insider’s understanding of family wealth management with our experience helping family-owned and closely held businesses with succession planning, employee retention, and estate tax minimization.

We strive to help our clients define and achieve the independence they seek in their lives. To that end, we bring experience and sincere, heartfelt care for the wellbeing of our clients.

Founded by Todd J. McDonald, Certified Family Business Specialist, and supported by a dedicated team, Broadstone Advisors LLC represents individuals, families, business executives, and family-owned & closely held businesses.

Our advice is solutions based and may include estate planning and business succession strategies, key person retention, tax reduction strategies, investments, retirement planning, and insurance products.

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