A complete list of active advisors currently associated with Donalies Financial Planning, LLC
Warmer can help you find a great advisor at Donalies Financial Planning, LLC or one who fits your needs even better.
Donalies Financial Planning, LLC works primarily with individual clients — notably dual-income families and people preparing for or in retirement — and also provides services for trusts, business entities, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, along with short-term and hourly planning engagements that address investment, retirement, tax, insurance, estate, and college planning needs. DFP operates as a fee-only fiduciary and develops client-specific financial plans and investment policy statements, applying Modern Portfolio Theory with a long-term, buy-and-hold orientation and a core passive plus active-satellite approach. Portfolios are managed on a discretionary basis with periodic rebalancing, tax-aware practices such as tax-loss harvesting, and regular reviews tied to changes in clients’ objectives and circumstances. Compared with many similarly sized teams, the firm maintains five offices — a broader physical footprint than most peers — and also offers educational seminars and workshops to the public and clients on topics like basic personal finance and college planning. The brochure also notes a willingness to consider suitable allocations to cryptocurrency-linked securities when clients express interest and discloses a trade-error policy that reconciles losses and donates any net gains to charity.
To learn more about the advisors currently working at Donalies Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 4
| |
Washington, DC
| 16
| |
Potomac, MD
| 6
| |
Colstrip, MT
| 1
|
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