McLaughlin Asset Management, Inc.

Registered Investment Advisor

About Us

Family is important to us, which is why we put yours first.

Founded on the principle of family-first financial guidance, McLaughlin Asset Management, Inc. stands as a testament to personalized, attentive, and integrity-driven wealth management. As an independent, fee-only Registered Investment Advisor (RIA) firm, we’ve dedicated ourselves to crafting financial strategies that respect the individual goals and aspirations of our clients. Our commitment to offering bespoke advisory services is rooted in our history, our values, and a steadfast dedication to those we serve.

Our Journey

In 2003, Donald A. McLaughlin and Ryan J. McLaughlin envisioned a financial advisory firm that would break the mold — a place where clients’ needs and goals weren’t just heard, but were the foundation for all strategic financial planning. This vision brought McLaughlin Asset Management, Inc. to life, merging Don’s extensive background in trust administration and portfolio management with Ryan’s innovative approach to wealth management and investment strategy. Together, they’ve cultivated a firm that’s as much about building lasting relationships as it is about managing wealth.

Leadership

Donald A. McLaughlin

Co-Founder

Donald A. McLaughlin brings over three decades of expertise in equity and fixed income portfolio management and trust administration. His distinguished career  includes pivotal roles in major financial institutions before launching McLaughlin Asset management to offer tailored, client-centric financial advisory services. Beyond finance, Don is dedicated to his family and charitable work.

Graduated from Northern Illinois University.

Donald started his career with Old Second National Bank in Aurora, IL as Portfolio Manager and Equity Issue Analyst, and later accepted a position as Head of Trust Department at Farmers and Mechanics Bank.

Employed from 1983 – 2003, Don was with the First National Bank of Danville where he was hired as head of the Trust Department and Chief Investment Officer.  Don was responsible for the management of charitable endowments, trust portfolios and individual portfolios. While there, he established and managed two equity funds and a tax-exempt bond fund, and also managed the taxable bond fund.

Co-founder, McLaughlin Asset Management, Inc. in 2003.

Donald A. McLaughlin has over 30 years of experience as an equity and fixed income portfolio manager as well as an extensive background in trust administration and with the administration and investment management for charitable organizations and foundations.

McLaughlin Asset Management, Inc. is an independent, fee-only registered investment advisor firm (RIA). The idea of providing a truly service oriented investment firm was the premise behind the start-up of this unique business.

Don enjoys spending time with his wonderful family, two sons, and six grandchildren.  Don also enjoys volunteering with several charitable organizations.

Ryan J. McLaughlin

Co-Founder

Ryan J. McLaughlin, a cornerstone of McLaughlin Asset Management, Inc. since its inception in 2003, has been shaping the investment landscape since 2001. With a solid educational background from Eastern Illinois University’s Lumpkin School of Business, Ryan has applied his extensive skills in portfolio management and financial planning to serve a wide range of clients. His dedication extends beyond the professional realm, deeply involved in family life and community service.

Ryan J. McLaughlin has an extensive background as a wealth advisor and portfolio manager, including:

  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Equity and Fixed Income Strategy
  • Portfolio Design and Construction

Graduated from Eastern Illinois University, Lumpkin School of Business.

Ryan has been in the investment business since 2001.

He started his career with First National Bank of Danville as Assistant Portfolio Manager and Manager-In-Training. Assisted with investment research and the portfolio management process, while providing operational support to the Chief Investment Officer.

Co-founder and Vice President, McLaughlin Asset Management, Inc. in 2003.

Ryan currently serves as Investment Strategist and Portfolio Manager while working with clients throughout the financial planning process.

Ryan enjoys spending time with his wife and four children, family, and volunteering with several of the charitable organizations with which he is involved.

James E. Keene

Senior Wealth Manager

James (Jim) E. Keene provides wealth advisory solutions to individuals, families, businesses, and non-profit organizations; and has been doing so for over twenty-five (25) years. Jim believes his focus on personal service, building relationships, understanding goals, and proactive communication leads to successful outcomes for clients. His broad wealth management experience has cemented a solid foundation to help clients realize their financial dreams.

Jim’s well-rounded areas of expertise include:

  • Financial Planning
  • Estate Planning / Wealth Transfer
  • Fiduciary Administration
  • Retirement Planning
  • Investment Management
  • Business Succession Planning

Graduated from Purdue University, Krannert School of Management.

Jim began his career at Lafayette Bank and Trust Company, where he worked in the Trust department for several years before joining U.S. Bank’s Trust department. Jim later rejoined First Merchants Bank (formerly Lafayette Bank and Trust Company), where he worked as a Wealth Manager for over twenty (20) years.

Jim lives in the Lafayette area with his wife, Amy. He enjoys travel, golf, spending time with grandchildren, and supporting Purdue athletics. Currently, he serves on the board of directors of the Community Foundation of Greater Lafayette.

Our Values

At McLaughlin Asset Management, Inc., our values are the compass that guides our services. We cherish the trust placed in us by our clients, striving to nurture relationships that extend beyond financial advisement. Our foundation is built on transparency, diligence, and an unwavering commitment to achieving the financial goals of those we advise.

As we look towards the future, McLaughlin Asset Management, Inc. remains devoted to the principles of personalized advice, integrity, and financial stewardship. We invite you to learn more about our tailored approach and the distinct benefits of partnering with us through our dedicated “Our Approach” and “Why Choose Us” pages.

Join Us on a Journey Toward Financial Prosperity.

Contact us today to learn how our personalized approach to wealth management can help achieve your financial dreams.

Schedule a Consultation

McLaughlin Asset Management, Inc.

Registered Investment Advisor

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