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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Donald McDade, Mosaic Wealth Consulting

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New Alexandria, PA
Donald McDade, Mosaic Wealth Consulting

Highly evolved financial planning for every stage of life
CFP®, CFS®, ChFC®, CRPC®, CLU®, AEP®, LUTCF®, MSM
Private Wealth Advisor, Managing Advisor

Donald McDade is a registered representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors.

06/25/2025

Left your employer and not sure what to do with your 401k? Here are some tips, but it misses the most important one...call our office!

Follow 5 steps to track down funds in 401(k) retirement accounts that got left behind after job changes.

06/13/2025

Happy Friday!

11/02/2024

Take a deeper look at the nature of a country’s current account balance, and see why trade deficits are neither good nor bad for a national economy.

10/31/2024

Moving the clocks forward an hour during the summer, when daylight is naturally longer, was first widely instituted globally during World War I as a way to save energy.

It's almost time for clocks to fall back, but don't expect to see your electric bill falling by much.

10/16/2024

A great video with information on how missing the best market days may affect your portfolio.

All about how missing the best market days (or the worst!) might affect your portfolio.

09/27/2024

Please join me in wishing a very Happy Birthday to Sara! Thank you for everything you do for our clients.

09/14/2024

If you’re worried about a cut in Social Security benefits denting your retirement savings, there are steps you can take to make up for the shortfall.

09/12/2024

Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.

09/10/2024

Tax planning is much more than just filling out your 1040 form on time each year. When you're earning a regular income, you'll want to keep as much of it as you can while still doing your duty

Tax planning is much more than just filling out your 1040 form on time each year. When you're earning a regular income, you'll want to keep as much of it as you can while still doing your duty of...

09/08/2024

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term.

09/06/2024

Please join me in congratulating Sara Rinehart for being with our team for 3 years. Kelly says she couldn't make it through the day without her!

08/14/2024

Ony some K-12 schools are teaching kids financial literacy. Here's what parents can do to teach their kids about saving money, investing, and more.

Address

7467 State Route 22
New Alexandria, PA
15670

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+17246687900

Website

http://www.HelpMyWealth.com/

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Donald McDade, Private Wealth Advisor, Managing Advisor

Don McDade is a Private Wealth Advisor and Managing Advisor of the financial services firm Mosaic Wealth Consulting. Don has worked in the financial services industry since 1986. Mosaic Wealth Consulting is an ensemble operation of Private Wealth Advisors and support staff with complimentary specializations that allow them to support a full spectrum of financial, estate and business owner planning needs for their growing clientele.

Don has earned the following designations and certifications: CFP® certification (CERTIFIED FINANCIAL PLANNER™ certification) from The CFP® Board of Standards, CFS® (Certified Fund Specialist®) from the Institute of Business and Finance, ChFC® (Chartered Financial Consultant®) and CLU® (Chartered Life Underwriter®) and LUTCF® (Life Underwriter Training Council Fellow®) and CRPC® (Chartered Retirement Planning Counselor®) from the College for Financial Planning and AEP® (Accredited Estate Planner®) from the National Association of Estate Planners & Councils.

Previous to his current position, he operated Pittsburgh-based financial services and investment operations for Principal Financial Group, Allmerica/VeraVest, Berkshire Life Insurance and The Equitable (AXA). He was one of eight recipients of the 2001 Paul S. Mills Scholarship awards that were established by the Society of Financial Services Professionals to acknowledge commitment to ethical practice, lifelong education and volunteerism. Mr. McDade was also awarded the Paul Harris Fellow award from The Rotary Foundation of Rotary International.

He attended Rochester Institute of Technology, Carnegie Mellon University, the University of Pittsburgh and The American College in Bryn Mawr, PA, where he earned a Master of Science in Management (MSM). He holds the Series 7, 24, 51, 63 and 65 registrations and is a member of the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council (EPC), Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP). He is a past President of the Pittsburgh Chapter of the SFSP and has fulfilled the requirements for Professional Achievement for Continuing Education, (PACE). He is also a Qualifying and Life Member of Million Dollar Round Table* (MDRT) and a six time Five Star Wealth Manager1 (2012-2018).