Edward A. McDonoughWealth Management in Orlando, FloridaBSME • MBA • CFP®
Edward A. McDonough specializes in helping individuals accumulate and preserve wealth. Since 1987, he has helped Orlando physicians, business owners, executives, and retirees invest with a tailored, long-term financial plan.
Experience Backed by Results
Edward A. McDonough BSME, MBA, CFP® specializes in helping individuals accumulate and preserve wealth, and he has been working with clients and investments in Orlando since 1987.
Ed graduated from Lehigh University in Bethlehem, Pennsylvania with a Bachelor of Science degree in Mechanical Engineering. Upon graduation, he worked as a Petroleum Field Engineer in Texas for Schlumberger Well Services before deciding to return to Lehigh for his Master of Business Administration. Ed, a dean's list student and statistics teaching assistant in grad school, completed his MBA in Finance and landed a job selling computer hardware and software for IBM to DuPont in Wilmington, Delaware.
After three exciting years at IBM, Ed decided to start an investment career with Smith Barney in Orlando, Florida. Ed then earned his CERTIFIED FINANCIAL PLANNER™ certification and grew his financial planning business diligently for the next 12 years. In 1999, Ed sought independence and established McDonough Capital Management as a Registered Investment Adviser in downtown Orlando.
Ed's client base includes doctors, lawyers, CPAs, small business owners, officers and directors of corporations, corporate executives, young professionals, and high net worth individuals and retirees. Through outstanding service and Ed's commitment to excellence, he has expanded his business through referrals. Ed's goal is to establish, execute and maintain a tailored long-term financial investment plan for each client. He combines a growth and income oriented philosophy with a sensitivity to risk tolerance and respect for preservation of capital and tax efficiency. Ed holds his Series 65 Uniform Investment Adviser registration. In addition, he holds Life, Health, and Variable Insurance licenses and the CERTIFIED FINANCIAL PLANNER™ certification.
Ed resides in Southwest Orlando near his two children, Shannon and Evan. He is an avid golfer and enjoys basketball, boating, and other outdoor recreational activities with the family.
Services Ed Provides
Wealth management in Orlando built on a tailored, long-term written investment plan: growth and income investing with sensitivity to risk tolerance, preservation of capital, and tax efficiency.
Investment Planning
A growth and income oriented portfolio built around your risk tolerance, with respect for preservation of capital and tax efficiency.
Retirement Planning
Retirement planning in Orlando to help you accumulate wealth during your working years and plan for income in retirement.
401(k) Management
Professional guidance for your 401(k), including allocation decisions, education about your rollover options, and coordination with the rest of your investment plan.
Tax Planning
Tax planning strategies that coordinate your investments, income, and accounts, designed with tax efficiency in mind.
Estate Planning
Estate planning guidance in Orlando, in coordination with your attorney, to help preserve the wealth you have built for your family.
Roth Conversions
Roth conversion analysis for Orlando residents, weighing today's tax cost against the potential for tax-advantaged income in retirement.
Areas Ed Serves
McDonough Capital Management is located in Southwest Orlando, minutes from Dr. Phillips and Sand Lake. Ed has served clients throughout the greater Orlando area since establishing the firm in 1999, and today he works with clients across the state of Florida and nationally through virtual meetings.
Winter Park
Established families, professionals, and retirees in Winter Park looking for experienced wealth management close to home.
Windermere
Business owners, executives, and high net worth families in Windermere focused on preserving and growing significant wealth.
Dr. Phillips
Physicians, professionals, and Lockheed Martin engineers in Dr. Phillips and along Sand Lake Road, minutes from Ed's office.
Lake Mary
Corporate executives and young professionals in Lake Mary's business corridor planning careers, savings, and retirement with a written plan.
Winter Garden
Small business owners and growing families in Winter Garden building wealth and planning for what comes next.
Lake Nona
Doctors and medical professionals around Lake Nona's Medical City balancing demanding careers with long-term investing.
Maitland
Professionals and pre-retirees in Maitland preparing for the transition from earning income to living on their investments.
Altamonte Springs
Retirees and corporate employees in Altamonte Springs seeking tax-efficient income and preservation of capital.
Celebration
Retirees and relocating executives in Celebration who want a tailored, long-term investment plan from an experienced advisor.
Have questions? Let's talk.
Schedule a Private Strategy Session with Edward A. McDonough, CFP® professional and founder of McDonough Capital Management, and get a clear, tailored plan for your wealth.
Frequently Asked Questions
Is Edward McDonough an independent financial advisor in Orlando, FL?
Yes. In 1999, Ed established McDonough Capital Management as an independent Registered Investment Adviser in downtown Orlando after growing his financial planning business for 12 years. His goal is to establish, execute, and maintain a tailored long-term financial investment plan for each client, and his business has expanded primarily through referrals. Advisory services are offered through McDonough Capital Management, and securities are offered through Osaic Wealth, Inc.
What credentials does Edward McDonough hold?
Ed is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Science in Mechanical Engineering and an MBA in Finance from Lehigh University. He also holds the Series 65 Uniform Investment Adviser registration along with Life, Health, and Variable Insurance licenses, and he has been working with clients and investments since 1987.
Where is McDonough Capital Management located, and what areas does Ed serve?
The office is located at 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819, in Southwest Orlando near Dr. Phillips and Sand Lake. Ed serves clients throughout the greater Orlando area, including Winter Park, Windermere, Lake Mary, Winter Garden, Lake Nona, Maitland, Altamonte Springs, and Celebration.
What makes Ed different from other wealth management firms in Orlando?
Ed began his career as a mechanical engineer before earning his MBA in Finance, and he brings that same discipline to investing. Since 1987, he has combined a growth and income oriented philosophy with a sensitivity to risk tolerance and respect for preservation of capital and tax efficiency, and his business has grown through client referrals.
Who does Edward McDonough typically work with?
Ed's client base includes doctors, lawyers, CPAs, small business owners, officers and directors of corporations, corporate executives, young professionals, and high net worth individuals and retirees. Many are professionals and families in the Orlando area who want to accumulate and preserve wealth with a tailored, long-term investment plan.
How do I schedule a meeting with a financial advisor in Orlando?
You can schedule a Private Strategy Session with Ed online using the booking link on this page, call the office at 407-248-9647, or email ed@mcdonoughcapital.com. There is no pressure and no obligation, just a conversation about your situation and how a tailored written plan could help.
Advisory disclosure. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through McDonough Capital Management. McDonough Capital Management is not affiliated with Osaic Wealth, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any investment or service that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. “CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”