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Arthur H. McGonigal III

CFP®, ChFC®

Financial Planner

Artie@HeritageConsultants.com

703-749-5071

703-749-5061

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8219 Leesburg Pike, Suite 200 Vienna, VA 22182

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About Arthur H. McGonigal III

Artie McGonigal is a second-generation financial planner at Heritage Financial Consultants. Artie joined Osaic FA (formerly Lincoln Financial Advisors) in 2015 as a part of the Leadership Preparation Program. During his time in the program, he worked for Osaic FA in Fort Wayne, Indiana, and for Heritage Financial Consultants as a Client Relationship Manager to John G. McCarthy III and Brian Gracie. In 2017, Artie transitioned to join Art McGonigal Jr.’s practice at Heritage Financial Consultants.

He graduated from Penn State University with a B.A. in Mathematics and a B.S. in Economics. Artie currently resides in Arlington, VA.

Certifications
 

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Chartered Financial Consultant (ChFC®)
  • Series 7 & 66 registered
  • Life and Health insurance licensed
  • Registered Investment Advisor Representative
Education

 

  • B.A., Pennsylvania State University
  • B.S., Pennsylvania State University
Arthur H. McGonigal III's Team
Arthur H. McGonigal Jr.

Arthur H. McGonigal Jr.

Partner

Aimee Solliday

Aimee Solliday

Practice Manager

Primary Service Areas

Financial planning

Planned giving & charitable trusts

Estate planning strategies

Investment optimization & risk management strategies

Business succession planning

Tax reduction strategies

Benefit plans