Macdougall Financial Counseling

About Macdougall Financial Counseling

<p>Family-run and led by Elizabeth (Liz) MacDougall and Allan (Lanny) MacDougall, this advisory firm brings a personal, relationship-based style to wealth management. Macdougall Financial Counseling is headquartered in Delmont in Westmoreland County, serving the greater Pittsburgh area and clients beyond Western Pennsylvania.</p> <p>The firm is a registered investment advisor and reports $0.4B in AUM (2026). It works with individuals on retirement planning and day-to-day investment advice, along with coordination around wills and trusts, tax and estate planning, foundations, and insurance and annuities.</p> <p>Macdougall Financial Counseling also supports employer retirement plans as a <a href="/plan-advisors">plan advisor</a>, acting in 3(21) and 3(38) fiduciary roles. That mix of personal planning plus plan-level fiduciary services is a practical fit for clients who want one team involved across both their workplace plan and broader financial picture.</p> <p>Key team members include Managing Director and Wealth Advisor Elizabeth (Liz) MacDougall, President Allan (Lanny) MacDougall, Senior Analyst and Client Manager Kurt Savage, and Head of Operations and Administration Teri Savage.</p> <ul> <li>Registered investment advisor (RIA)</li> <li>3(21) fiduciary support</li> <li>3(38) investment manager services</li> <li>Retirement planning and investment advice</li> <li>Wills &amp; trusts, tax and estate planning, insurance and annuities</li> </ul>

Website: https://macdougallfinancial.com