Firm disclosure information available at *Associated persons of Lincoln Financial Advisors Corp. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin, and Wyoming. Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, and Puerto Rico. We are sorry if we are unable to offer you our services at this time. Art has actively served many nonprofit organizations throughout his career. He currently sits on the Gift Planning Council of the University of Virginia.
Art’s holistic approach creates personalized plans tailored to achieve each client’s unique objectives.Īrt earned a bachelor’s degree in Economics from the University of Virginia and an MBA at George Washington University.
Drawing from his vast experience, Art guides clients through all matters of their financial affairs, including estate planning, investments, risk management, business succession, tax planning, and charitable giving. His team works closely with clients to learn and develop every aspect of their estates. His clients reside throughout the United States and range from burgeoning professionals to those worth hundreds of millions of dollars.Īrt’s practice focuses on building comprehensive financial plans for high-net-worth families. For nearly 40 years, Art has helped business owners, wealthy families, and independent professionals fulfill their financial goals. Art McGonigal is a CERTIFIED FINANCIAL PLANNER TM and partner at Heritage Financial Consultants.
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