Donald H. McCarty, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Donald H. McCarty, Jr. CFP®

ChSNC™

Financial Decision Partners, LLC

3648 Grahams Ridge Ct
Snellville, GA 30039
FINANCIAL ADVISOR'S WEBSITE
(678) 808-4040

General

Donald McCarty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Decision Partners, LLC in Snellville, GA and the surrounding communities.

Financial Advisor Overview

Founder and CERTIFIED FINANCIAL PLANNER™ practitioner formed Financial Decision Partners in 2000. Don has a passion for financial planning and investment management. He has taken his practice in a new direction by focusing on special needs planning issues. As a commitment to excellence, Don studied at the American College of Financial Services in Bryn Mar, Pennsylvania and was among the first students conferred the Chartered Special Needs Consultant™ designation in February of 2015. With this advanced certification, supplementing his Certified Financial Planner™ practitioner designation, Don has the expertise to advise families on the complexities of disability benefits from Social Security, Medicare and Medicaid, Special Needs Trust issues and administration, powers of attorney, guardianships, tax planning, and more that apply to special needs individuals. In Don’s practice, he will work with special needs attorneys and trustees of special needs trusts. Further, his firm is aligned with a major investment custodian and a national corporate trustee for the administration and investment management of special needs trusts. 

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Financial Advisor Experience

Don McCarty is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He graduated from Georgia Southern College with a Bachelor of Science degree in Biology in 1975.  While he has had an extensive career in environmental management, Don continued his education by graduating from Oglethorpe University's Financial Planner Program in 1998.  

Since 1999, he has worked in the financial planning field.  First, he served as a Financial Planner with Estate Management Counselors, LLC in Atlanta, Georgia.  In 2000, Don founded Financial Decision Partners, where he has continuously served clients in comprehensive financial planning and portfolio management.  

Don's experience with his family's special needs has provided him with key insight in how to deal with the financial impacts these issues have upon families, as well as, the understanding to coordinate professional alliances needed to meet these challenges head on.         

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Special Needs Consultant™

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Medical & Health Issues, Special Needs

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Helpful Financial Planning Resources