top of page
AlkonPhoto2.jpeg

Our Why

Here to listen and speak your language.

Finances can be confusing. By breaking down complex concepts into digestible information, we help you understand and feel good about the management of your money. 

 

Our philosophy centers on you. We take a multi-faceted approach that encompasses your investments, tax, legal, financial planning, and insurance needs to ultimately determine…

MDonovan_Horizontal_Logo_Revised 8-28-24 (2)_edited.png
MDonovan_Horizontal_Logo_Revised 8-28-24 (2)_edited.png
MDonovan_Horizontal_Logo_Revised 8-28-24 (2)_edited.png

What is your money for?

How much do you truly need to retire?

What is the most efficient way to transfer your assets to the next generation?

We recognize that true financial well-being goes beyond managing investments. That’s why we design personalized financial plans, seeking to optimize both cash flow and investments, aligning them seamlessly with your specific goals.

 

Committed to you, your business, and your family. 

 

MDonovan Financial

​

300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 556-8080 | Fax: (781) 421-6574 | Matt@MDonovanFinancial.com

​

​

Series 7 & 63 with LPL Financial. Series 65 with Integrated Financial Partners.

 

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

​

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

​

Integrated Financial Partners and MDonovan Financial are separate entities and not affiliated with LPL Financial.

​

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

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

​

bottom of page