Brian McDonald, Financial Advisor located in Purcellville, VA

Financial Advisor
Brian J McDonald

CFP®, ChFC®, CEPA®, AAMS®
121 E Main St, Purcellville, VA 20132opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Professional Athletes

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Morgana Herrera
    Associate Financial Advisor
  • Kristen Hickman
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(540) 338-2291

Fax

(888) 899-8155

Office Address

121 E Main St
Purcellville, VA 20132opens in a new window

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