Independent Advisory Fiduciaries

Comprehensive Financial Planning

Recent years have brought dramatic changes, including to global financial markets. MacNaughton & Associates LLC is dedicated to helping people—and their families, communities, business and philanthropic organizations—build, protect, and transfer wealth and income.

As advisory fiduciaries, we put client interests first. We tailor sustainable strategies to meet individualized long-term goals. Our abundant prior business, legal, and risk management consulting experiences underpin and inform the financial advisory services we provide to our clients. We apply advanced training and experience in financial planning and wealth management to access a deep network of alliances, resources, tools, and specialists.

We are pleased to have a relationship with LPL Financial Inc. (“LPL”), a publicly traded firm that offers no proprietary investment products and therefore imposes no pressure to ‘sell’ them. LPL is the leading partner to independent US financial advisors on total revenue as reported by Financial Planning magazine (June 1996-2020). It supports more than 18,000 financial advisors with access to over 800 institution-based investment programs and a broad range of business services and technology resources.

Committed to the advisor-centered model, and the belief that you deserve access to objective guidance from your financial advisor, LPL takes care of us so we can take care of you.

Risk Management Tax-Aware Financial Planning and Investment Advisory Services

A good financial plan charts a path that can adjust as life happens, supporting successful navigation across shifting dynamics and evolving wealth accumulation, income, and legacy priorities. Certified Private Wealth Advisor® certification requires advanced knowledge and skills to address a wide range of complex issues including family dynamics; tax-aware portfolio strategies, risk management, income planning, and asset protection; closely-held business ownership and executive compensation mechanisms; wealth transfer through estate planning, family and charitable gifting strategies, and more.

We offer our clients the benefits of a boutique firm with the scale and resources of a large national investment firm.