A complete list of active advisors currently associated with Donahue Financial Group

Warmer can help you find a great advisor at Donahue Financial Group or one who fits your needs even better.

Donahue Financial Group (DFG Inc.) provides ongoing portfolio management to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and offering both discretionary and non-discretionary services. The firm generally limits recommendations to mutual funds, equities, fixed income and ETFs and acknowledges its fiduciary duties when advising retirement accounts. DFG’s investment process emphasizes fundamental analysis and a long-term trading horizon, with documented risk tolerance and regular portfolio monitoring as part of each client’s IPS. The firm typically seeks discretionary authority to implement trades and conducts monthly reviews of all accounts; it also requires clients to custody assets at Schwab Institutional to access Schwab’s execution and custodial services. Compared with many independent solo-advisor firms, DFG reports a notable portion of clients residing outside the United States, a feature that can affect tax, custody, and cross-border communication considerations. The brochure also discloses that DFG does not aggregate or “block” trades for multiple clients and mandates Schwab Institutional for execution, practices that differ from some peers.

To learn more about the advisors currently working at Donahue Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Donahue	San Diego, CA	32

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