# Macdougall Financial Counseling
Source: https://planprovider.pro/provider/macdougall-financial-counseling

> Family-run and led by Elizabeth (Liz) MacDougall and Allan (Lanny) MacDougall, this advisory firm brings a personal, relationship-based style to wealth manag…

Retirement Plan Advisor

Delmont, PA

## 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](https://macdougallfinancial.com)

## Office Locations

- Delmont, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $412.3M

## Team Members

- **Kurt Savage**, Senior Analyst and Client Manager

- **Teri Savage**, Head of Operations and Administration

- **Elizabeth MacDougall**, Managing Director, Wealth Advisor, Compliance Manager

- **Allan MacDougall**, President

## Other Retirement Plan Advisors in PA

- [Santori & Peters](https://planprovider.pro/provider/santori-and-peters) - Canonsburg, PA

- [Chb Investment Group, LLC](https://planprovider.pro/provider/chb-investment-group-llc) - New Hope, PA

- [Macro Advisors, Inc.](https://planprovider.pro/provider/macro-advisors-inc) - York, PA

- [Mcclarren Financial Advisors](https://planprovider.pro/provider/mcclarren-financial-advisors) - State College, PA

- [Tower Wealth Partners](https://planprovider.pro/provider/tower-wealth-partners) - Lewisburg, PA

- [Second Half Financial Partners, LLC](https://planprovider.pro/provider/second-half-financial-partners-llc) - Latrobe, PA

- [Stewardship Advisors, LLC](https://planprovider.pro/provider/stewardship-advisors-llc) - Mount Joy, PA

- [Traynor Capital Management](https://planprovider.pro/provider/traynor-capital-management) - Malvern, PA

- [Vam Group, LLC](https://planprovider.pro/provider/vam-group-llc) - Sewickley, PA

- [Andesa Financial Management, Inc.](https://planprovider.pro/provider/andesa-financial-management-inc) - Allentown, PA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/macdougall-financial-counseling)

&copy; 2026 PlanProvider.Pro