Arthur H. McGonigal, Jr.

CFP®, ChFC®, CLU®, CMFC®, CRPC®

Partner & Financial Planner

About Arthur H. McGonigal, Jr.

Arthur McGonigal, Jr. (Art) assists individuals, families, and their businesses with creating and implementing customized, comprehensive financial plans to help achieve their goals. He primarily advises his clients on planned giving and charitable trusts, estate planning, investment optimization, risk management, business succession planning, tax reduction strategies, and benefit planning.

Active in financial planning since 1983, Art has been a valued affiliate of Lincoln Financial Advisors (LFA) for more than two decades. His extensive background in finance and leadership – including his role as a national resource to other consultants throughout Sagemark and LFA on trust strategies and plan development – qualifies him to provide the most comprehensive service possible.

Art’s endeavors keep him educated and connected to the financial planning community, sharing his knowledge with his clients. He is currently pursuing an M.S. in Financial Services with The American College.

Certifications
  • CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
Professional Associations
  • The International Association of Certified Financial Planners
  • The American Society of Chartered Financial Consultants
  • The American Society of Chartered Life Underwriters
  • The Resource Group member (Past Board Member)
Education
  • M.B.A., The George Washington University
  • B.A., The University of Virginia

Primary Clients or Industries

Individuals

Corporations

Families

Executives

Business Owners

Primary Service Areas

Financial planning

Planned giving & charitable trusts

Estate planning

Investment optimization & risk management strategies

Business succession planning

Tax reduction strategies

Benefit plans

art.mcgonigal@lfg.com

703-749-5051

8219 Leesburg Pike, Suite 200 Vienna, VA 22182

Who We Are

What We Do

Who We Serve

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ABOUT

LOCATIONS

NEWS

CLIENT ACCESS

We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, 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, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

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.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3372080-121520 

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.