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About Arthur H. McGonigal III

Artie McGonigal is a second-generation financial planner at Heritage Financial Consultants. Artie joined Lincoln Financial Advisors in 2015 as a part of the Leadership Preparation Program. During his time in the program, he worked for Lincoln Financial Advisors 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

Primary Service Areas

Financial planning

Planned giving & charitable trusts

Estate planning

Investment optimization & risk management strategies

Business succession planning

Tax reduction strategies

Benefit plans