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Physicians Financial Services is an independent registered investment advisory firm located in Raleigh, North Carolina. It was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. By emphasizing high quality money management, investment planning and retirement planning along with the capacity to tailor our services to specific client needs and objectives, Physicians Financial Services’ client base has grown mainly through referrals of satisfied clients from New York to Florida.

Mr. McDonald graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration with a major in Accounting. His training comes from in-depth accounting experience, including Public Accounting and being an Assistant Treasurer of a major publicly held corporation. Prior to starting Physicians Financial Services, Mr. McDonald was also a Partner and Vice-Chairman of a nationally known tax, investment and financial firm in Greensboro, NC. Mr. McDonald is a CERTIFIED FINANCIAL PLANNER™ professional and is also securities licensed.

He served on the Editorial Board of the nationally distributed magazine – Physicians Financial News. In addition, he has been quoted numerous times in the nationally recognized magazine Medical Economics, Financial Product News, Physicians Financial News and local newspapers such as The News & Observer, Greensboro Daily News and the Triangle Business Journal.

Most recently, Mr. McDonald was recognized in the Triangle Business Leader magazine as one of the 2009 “Movers and Shakers” for his achievements and accomplishments in the financial services industry.

He has a dedicated professional team, blending their unique experience to offer advice and step-by-step guidance. The team is committed to each client’s goals and objectives and strives to build a long-term relationship with each individual client. It is a commitment that involves honesty, integrity and professionalism.