Donald DeMuth
CFA®, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Financial Advisor
Donald DeMuth
CFA®, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Donald DeMuth, CFA®, MBA, CPA/PFS/ABV
Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide
Donald DeMuth is a Mechanicsburg, PA fee-only financial planner. Mighty Oak Strong America Investment Company provides comprehensive and objective financial planning, investment management, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Donald DeMuth is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Donald DeMuth received his Master of Business Administration degree from the Wharton School of the University of Pennsylvania. He obtained his Bachelor of Arts degree from Franklin and Marshall College. Don has been a licensed Certified Public Accountant since 1975 and has since earned the American Institute of CPA's Personal Financial Specialist designation and Accredited in Business Valuation designation for appraisal of non-publicly traded businesses. He became a Chartered Financial Analyst charterholder in 2012. Don is also a Registered Investment Advisor with the Securities and Exchange Commission.
Don launched Mighty Oak Strong America Investment Company (MOSAIC) in 2002 and became a member of the National Association of Personal Financial Advisors in 2008. Don has been listed in the Financial Advisers for Doctors by Medical Economics every year since 2008. Since 2011, Dental Products Report has consistently named Don among Financial Advisers for Dentists.
Don has had faculty appointments to the Wharton School of the University of Pennsylvania, Pennsylvania State University, and Franklin and Marshall College, where he taught Investments and Portfolio Management courses. He has authored or co-authored approximately 50 articles in medical and dental publications.
Don is a lifelong baseball enthusiast, enjoys staying in shape, and seeing his grandson.
Don was recently featured in a Wall Street Journal cover story.
https://www.msn.com/en-us/money/make-the-most/the-morningstar-mirage/ar-AAu2j1n
Donald DeMuth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
All too often, investment advisors are little more than salesman with only basic financial training or certification, whose primary skill is “closing” prospective customers. Regrettably, unqualified advisors still get paid by their clients, regardless of how much they are being overcharged or underserved. We find this situation as unacceptable as receiving health care at the hands of a so-called “physician” who hasn’t bothered to complete medical school.
MOSAIC prides itself as the home of deeply experienced professionals with difficult-to-obtain credentials, including: Chartered Financial Analyst (CFA) charterholder, Master of Business Administration (MBA), Certified Financial Planner® (CFP®), Certified Public Accountant (CPA), and Attorney at Law. We’re confident that we stack up well against other advisors and encourage our prospective clients to compare us (and our credentials) with any other firm before retaining us.
While no advisor can guarantee investment returns, we will always strive to meet or exceed a long-term rate of return consistent with a client's risk comfort level.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Donald DeMuth is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Donald DeMuth is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Donald DeMuth is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Donald DeMuth is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Donald DeMuth
Office Locations:
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940 Century Drive
Suite B
Mechanicsburg, PA 17055
