Arthur H. McGonigal, Jr.

ArtMcGonigal

703-749-5051

Heritage Financial Consultants, LLC

Art McGonigal, a CERTIFIED FINANCIAL PLANNER® Professional and partner at Heritage Financial Consultants, assists individuals, families and their companies with creating and implementing customized comprehensive financial plans help to achieve their goals. With over three decades of experience, he specializes in planned giving and charitable trusts, estate planning, investment optimization, risk management, business succession planning, tax reduction strategies and benefit planning.

EDUCATION AND CERTIFICATIONS

    • Bachelor of Arts in Economics, The University of Virginia
    • Master in Business Administration, The George Washington University
    • CERTIFIED FINANCIAL PLANNER (CFP®)
    • Chartered Financial Consultant (ChFC®)
    • Chartered Life Underwriter (CLU®)
    • Chartered Mutual Fund Counselor (CMFC®)
    • Chartered Retirement Planning Counselor (CRPC®)

PROFESSIONAL BACKGROUND

Art began his financial planning career in 1983 with Sagemark Consulting. As a tax and financial consultant, his diverse practice focuses on comprehensive financial planning specifically for affluent and super affluent families and their companies. He was appointed the firm’s senior consultant in the design and management of Charitable Trust Programs and served as a national resource to other consultants throughout Sagemark and Lincoln Financial Advisors on trust strategies and plan development. He also served as the Investment Department Manager, where he was responsible for educating consultants and designing investment programs. Art affiliated with Lincoln Financial Advisors in 1997. He is currently pursuing a Master of Science in Financial Services with The American College.

PROFESSIONAL ASSOCIATIONS

    • Prestige Planner, Sagemark Private Wealth Services
    • Past Board Member, The Resource Group of Lincoln Financial Advisors
    • Member, International Association of Certified Financial Planners
    • Member, American Society of Chartered Financial Consultants
    • Member, American Society of Chartered Life Underwriters

COMMUNITY INVOLVEMENT

  • Immediate Past Chair and Current Member, Planned Giving Council of The University of Virginia

MAIN SERVICE AREAS

  • Financial Planning
  • Planned Giving & Charitable Trusts
  • Estate Planning
  • Investment Optimization & Risk Management Strategies
  • Business Succession Planning
  • Tax Reduction Strategies
  • Benefit Plans