Office Phone: 765.742.7366

Jim Macdonald, CFP®

Financial Advisor

Jim MacDonald has spent decades helping individuals and families create, grow, and protect their financial assets. A CERTIFIED FINANCIAL PLANNER™ professional, Jim specializes in retirement planning and investment management for a diverse client base that includes college faculty, physicians, and business owners throughout the Greater Lafayette area.

Jim began his career as a financial consultant with Shearson Lehman Brothers and joined the firm in 2007. He is a graduate of Purdue University with a B.S. in Management and has maintained deep ties to the Lafayette community throughout his career, serving in leadership roles with organizations including the Downtown Gridiron Club, the West Lafayette Schools Education Foundation, the United Way, and the Purdue Alumni Association Investment Policy Committee.

Education & Certification

Purdue University Daniels School of Business
B.S. Management

Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™

Community Service

Downtown Gridiron Club - Board Chair
West Lafayette Schools Education Foundation - Board Member
Lafayette Urban Enterprise Association (Past Board Member)
Delta Delta Chapter of Sigma Chi House Corporation (Past Board Member)
Purdue Alumni Association Investment Policy Committee (Past Member)
United Way Allocations Committee (Past Chairperson)
Bauer Family Resources (Past Board Member)
West Lafayette Little League (Past Board Member)
Northwest Indiana chapter of the National Football Foundation and College Hall of Fame (Past Treasurer)
Community Foundation Marketing and Public Relations Committee (Past Member)
Lafayette Country Club (Past Board Member)
Leadership Lafayette (Past Board Member)
Sycamore Girl Scouts (Past Board Member)
YWCA Foundation (Past Board Member)
Downtown Business Center (Past Board Member)