Scott McDonald, MSFP, CFP®

Senior Wealth Advisor

Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Author
Coaching

Client Specialty

Executives
Attorneys
Professionals
Retirees

Recognitions

Five Star Wealth Manager 2016-2020

Community

Youth sports coach; Hanover SNAP coach

As a Senior Wealth Advisor and a Principal of The Colony Group, Scott helps clients set and achieve their personal financial goals by providing individualized financial advice and service. He is a CERTIFIED FINANCIAL PLANNER professional with over 20 years of experience, bringing expertise in taxation, asset allocation, and retirement planning to clients’ broad spectrum of wealth management needs.

Scott is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Prior to joining The Colony Group, he served as a Client Service Officer in the Defined Contribution Services Division of State Street Bank where he supervised a group responsible for the management and oversight of group retirement plans. Before State Street, Scott held accounting and finance positions at Bank of Boston and Investors Bank & Trust Company. He earned a Master of Science in Personal Financial Planning from Bentley College and a Bachelor of Science in Accounting from Providence College.

In his free time, Scott enjoys spending time with his wife and their three sons. His hobbies include reading, fishing, golfing, and coaching youth sports.

Disclosures:

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...