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.
Since 2000, Don has built his financial planning practice by forming strong relationships with his clients, using his technical skills to build excellent risk-based portfolios, and preparing and executing financial plans to meet his clients’ goals. In recognition of his commitment to service, Don was selected as a 5-Star Wealth Manager in 2009 by Atlanta Magazine. As life changed things in 2006, Don’s experience with his own family’s special needs has given him a purpose and real life experience to use his financial planning skills to assist clients with special needs.
Don has been a member of the Financial Planning Association since 2000. In February of 2015, with Don’s new credentials as a Certified Financial Planner™ practitioner and Chartered Special Needs Consultant™, he became a member of the Academy of Special Needs Planners. In the community, Don is a member of the Gwinnett Chapter of the National Alliance for Mental Illness. Further, Don and his wife, Maryland, speak frequently to parents and spouses of loved ones being treated for mental health issues. The purpose of these talks is to give these families hope.
Prior to founding Financial Decision Partners, Don began his practice as a Financial Planner in 1999 for Estate Management Counselors, LLC in Atlanta, Georgia. Don graduated from Oglethorpe University’s Financial Planner program in 1998, where the focus of the program included financial planning principles of investment, income tax, retirement, insurance, and estate planning. Further, Don graduated from Georgia Southern College with a Bachelor of Science in Biology degree. On June 8, 2012, the Certified Financial Planner Board of Standards conferred Don’s Certified Financial Planner™ practitioner designation.
Don and his wife, Maryland, reside in Snellville, Georgia. They have one adult son, David. They are long time members of Snellville United Methodist Church, where Don is the Treasurer of their Sunday School class and has served in varying capacities for their church. Don enjoys researching his family history, running, and has retired from a career as an environmental professional.
In 2000, Financial Decision Partners was founded to provide individuals and families with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families. While we value our wealthy clients, we believe that middle American individuals and families deserve affordable and fee-only objective financial advice and investment management services too.
The word “partner” is more than just part of our name — it’s what we strive to be and what we strive to do. We carry out our role as partner in the following ways:
Tell us about your special needs issue and we will put you in touch with Donald H. McCarty, Jr. CFP®, ChSNC™