Independent Advice, Creative Approach, Customized Planning
WORKING WITH CLIENTS

MDonovan Financial is an independent, fee-based financial planning and wealth management firm. We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, my team and I put your needs first.

Independent Advice, Creative Approach, Customized Planning

Independent Advice, Creative Approach, Customized Planning

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor.  Integrated Wealth Concepts, Integrated Financial Partners and MDonovan Financial are separate entities from LPL Financial. 

LPL Financial and Integrated Wealth Concepts do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

I am licensed to transact business in the following states: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, Vermont, Virginia, 

Contact

MDonovan Financial

Office: (781) 556-8080

Fax: 781-421-6574

300 Ledgewood Place Suite 100 
Rockland, MA 02370 


Series 7 & 63 with LPL Financial. Series 65 with Integrated Wealth Concepts.

Matt@MDonovanFinancial.com

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