Donald McClurg, CRPC®

About Donald

Donald McClurg is a Financial Advisor at Saxon Financial Services.

Donald’s passion is his family, Tera and Harrison. They love immersing themselves in nature, engaging with their church, and traveling to new places. Beyond their faith, the McClurg’s are passionate about health – think healthy food and hot yoga! When Donald isn’t chasing his family around, he can be found chasing an Australian football.

In fact, he plays Aussie Rules for the Cincinnati Dockers, the 2016 USAFL National Champions!


Donald McClurg began his career at Merrill Lynch in January of 2000. He spent 11 years at Merrill, building a wealth management practice. Donald focused on helping corporate executives develop and execute financial plans. While there, he earned the Certified Financial Manager (CFM) and Chartered Retirement Planning Councilor (CRPC) designations.

In October of 2010, Donald joined the boutique Wall Street RIA, United Advisors. He served as a fiduciary for clients, helping them achieve their financial goals and avoid pitfalls. Donald graduated from West Virginia University in 1998 with a Bachelor of Science in Business Administration. During his time at WVU, he was the Founding Treasurer of the Alpha Kappa Psi business fraternity.

Donald believes individuals and families each have a unique ‘why’ as their driving force. Once he determines the ‘why,’ Donald can help develop family mission statements and goals. Knowing ‘why’ helps him construct accurate investment strategies and design specific financial plans for each individual client.

Donald is a founding and current board member of the Healthy Roots Foundation. Their mission is to partner with healthcare providers, educators, and local experts to provide educational tools that teach families how to create a healthy home, right from the start. He is also involved with the Saxon #CommunityStrong initiative, through which he gets to volunteer for Habitat for Humanity and other community projects.

Check the background of this investment professional on FINRA’s BrokerCheck.