Douglas McCown

Douglas McCown

Certified Financial Planner, CPA



Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients, we strive to help create financial stability and confidence to provide financial independence.

Doug is an experienced professional with a "hands-on" approach to financial guidance.  He is knowledgeable and truly cares about helping our clients toward achieving their goals. We do everything in our power to keep our clients focused on where they want to go, and continually remind them of the importance of maintaining a disciplined approach on the path to realizing their financial goals and dreams.

Doug McCown has been practicing as a Certified Financial Planner™ for over 30 years. He is also a Certified Public Accountant and holds Series 7, 24, 63, and 65 securities registrations.  Prior to his affiliation with LPL Financial, Doug was a Branch Office Manager for SagePoint Financial, Inc., and an investment advisor representative.  Doug had a successful career with the big six CPA firm PriceWaterhouseCoopers before he started his own business as a CPA and CFP® cerificant.  His diverse background brings a different perspective to financial planning, and his direct business experience offers practical and tested knowledge for his clients.  Doug attempts to meet the planning needs of doctors, lawyers, retirees, and businesses and his practice focuses on managing wealth by including financial, tax, estate & retirement planning under one roof for qualified individuals as well as companies.  Doug provides financial and tax planning as well as investment counseling services to individuals, small businesses, corporations, pension plans, charitable foundations and trusts, and other commercial and nonprofit business institutions.  Our firm works closely with the business owner and the owner’s existing business advisors, such as accountants and pension administrators, to help toward achieving overall financial objectives.