Broker Check


McDonough Capital Management

We are a comprehensive Registered Independent Investment Advisor. We assist our clients in all aspects of their financial future. We have advanced experience in all of the following products and services. 

Investments Products

  • FDIC Insured Certificates of Deposit
  • Bond Ladders
  • Government Bonds
  • Corporate Bonds
  • Tax Advantaged Municipal Bonds
  • Mortgage Backed Securities
  • Mutual Funds
  • Tax Deferred Annuities
    • Fixed
    • Variable
  • Unit Investment Trust

Common and Preferred Stocks Analysis and Research

  • Triad Advisors
  • Donaldson, Lufkin, and Jenrette
  • Goldman Sachs
  • Credit Swisse First Boston
  • High Growth Stock Investments
  • Morningstar

Customized Professional Money Management Consulting

  • Individuals, Businesses, and Corporations

Computerized Financial Planning Services

  • Strategic Asset Allocation
  • Retirement Planning Analysis
  • Education Funding Analysis
  • Lump Sum Distribution Analysis
  • Portfolio Review
  • Morningstar Principia Pro Analysis (stock, mutual fund, and annuities)

Tax Services

  • Personal Tax Return
  • Business Tax Return
  • Year-End Tax Planning

College Planning

  • 529 College Savings Plan
  • Custodial Accounts for Minors (UGMA/UTMA)

Retirement Planning Services

  • Self directed IRA’s
  • Self Employed Retirement Plans
  • SEP IRA’s
  • 401K Plans
  • Profit Sharing / Pension Plans
  • Roth IRA`s

Insurance Planning Services

  • Term Life
  • Variable Universal Life
  • Fixed Universal Life
  • Fixed Index Universal Life
  • Fixed Index Annuities
  • Fixed Annuities
  • Variable Annuities
  • Immediate Annuities

Estate/Business Planning Team

  • Ed is in touch with several local Attorneys and CPA’s which act to supplement his work in the areas of estate and business planning. In addition, Ed can provide referrals to several local bankers and mortgage brokers should need arise.
  • Attorneys and CPAs are independent of Triad Advisors, LLC.

Customized Investment Banking and Venture Capital Financing

  • Through an unaffiliated third party business partner.

Notary Services

  • We provide notary service free for our clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Registration with the SEC as a Registered Investment Advisor does not imply a certain level of skill or training.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 407-248-9647