Construction is our business, too. We just happen to build financial plans.

Todd McDonald, AIF® CFBS®

Founding Partner, Wealth Management Advisor

Since 1995, Todd has combined his insider’s knowledge of the construction industry with his extensive planning experience and unique ability to connect with field staff, executives and entrepreneurs as he provides his clients with the financial clarity they need to understand their risks and opportunities.

A typical day begins at 4:30 a.m. as Todd gets a head start on preparing to meet the needs of those who have placed their trust in him including leaders and employees of family-owned, closely held and Employee Stock Ownership Plan (ESOP) businesses within the heavy highway, civil, general construction, specialty subcontractors, quarry operations, and asphalt/concrete manufacturing industries.

Todd has worked extensively with union and open shop firms, many with business interests formed over a century ago. Ultra high-end custom building contractors and real estate developers round out Todd’s portfolio of clients.

Todd resides with his wife, Lisa, in the Capital District of New York and Naples, Florida. Todd and Lisa have three successful, adult children. Todd’s personal interests include pursuing the elusive goal of lowering his golf handicap, throwing a fly line, boating in Southwest Florida, and breaking clays with any family member, friend, or client that will join in the fun.