In The Community


CapTrust is owned by a local Ann Arborite, was founded on a lifetime of local connections, and has a majority of clients living in the Ann Arbor area and throughout Michigan. Accordingly, community involvement is highly valued, and each associate is dedicated to strengthening community connections, public trust and consumer confidence. CapTrust Financial Advisors serve as leaders for the following charitable organizations:

  • Shelter Association of Washtenaw County (Delonis Center) – board president
  • Ann Arbor Area Community Foundation – chair Fund the Future Initiative
  • Washtenaw Community College Foundation – board member
  • State Theater Foundation
  • Washetnaw United Way

Additionally, the CapTrust team has donated time and resources to various local organizations, including:

  • St. Joseph Mercy Hospital
  • University of Michigan Hospital
  • Shelter Association of Washtenaw County
  • Washtenaw Community College Foundation
  • Michigan Kiwanis
  • United Way of Washtenaw County
  • Huron Valley Humane Society
  • Warm the Children Fund
  • Therapeutic Riding

Neither CapTrust Financial Advisors nor McDonald Partners LLC are affiliated with any of the entities shown.