Karl Dostal


MCM Partner


Utilizing his extraordinary leadership and task-oriented abilities, Karl serves as an unparalleled fixture for clients. He has been essential in developing a CFO outsourcing practice, primarily in the medical profession. Karl’s areas of expertise include tax planning, internal controls and accounting procedures, projections, research and compliance, financial statement preparation and forecasts, compensation agreements, merger and acquisition analysis, and general business consulting.

Karl is a member of several of MCM’s industry teams, including Real Estate, Auto Dealers, Consulting and Healthcare.

Education and Certifications
  • University of Cincinnati – Bachelor of Business Administration
  • Xavier University – Master of Business Administration, Taxation Focus
  • Certified Public Accountant (CPA) | Certified Financial Planner (CFP)
  • Ohio Insurance License
Professional and Community Associations
  • Member, Ohio Medical Group Management Association
  • Member, Ohio Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
Awards & Achievements
  • Cincinnati Magazine, Top Wealth Managers in Cincinnati, 2013
  • Five Star Wealth Manager, 2010‐2013
  • Accounting for Kids, Treasurer
  • YMCA Anderson Barracuda Team Board President


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.