A complete list of active advisors currently associated with Donaldson Financial Wellness Network, LLC

Warmer can help you find a great advisor at Donaldson Financial Wellness Network, LLC or one who fits your needs even better.

Donaldson Financial Wellness Network, LLC provides pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and other institutional clients, and also serves individual clients as appropriate. Investment management is delivered primarily through the firm’s Donaldson Financial Wellness Network Asset Advisory Program and third‑party asset management platforms rather than by direct in‑house portfolio management. The firm emphasizes structured asset allocation and written Investment Policy Statements, working with third‑party strategists to identify model portfolios, monitor performance, and implement rebalancing consistent with client objectives. DFWN also assists plan sponsors with vendor search and selection, ERISA fiduciary support, and offers participant education and investment workshops as part of its pension consulting services. Noteworthy aspects for an investment manager include that a firm principal engages in separate insurance agency activities and provides mediation and financial coaching outside the advisory business, and the firm may receive customary insurance compensation when those services are implemented. Uncommonly for firms in this category, DFWN typically does not directly manage client assets but instead selects and oversees other advisers and third‑party managers, and it may bill some consulting engagements on an hourly basis.

To learn more about the advisors currently working at Donaldson Financial Wellness Network, LLC, 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.