A complete list of active advisors currently associated with Donnelly Financial Services

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

Donnelly Financial Services is an independent investment advisory firm that provides discretionary and non‑discretionary asset management along with foundational and ongoing financial planning to individual and high‑net‑worth clients. The firm also runs periodic educational seminars and workshops that are offered free to clients and the general public. Investment programs are built around each client’s documented goals, time horizon and risk tolerance, with analysis that includes both fundamental and technical approaches and strategies ranging from long‑term holdings to trading and options as appropriate. Managed accounts are reviewed at least quarterly for rebalancing and tax‑loss harvesting opportunities, and planning clients receive recurring meetings and ongoing check‑ins as part of multi‑year engagements. What is distinctive for this firm is its integration of held‑away retirement and HSA accounts into active portfolio oversight using an order‑management platform (Pontera) for tax‑efficient asset location and opportunistic rebalancing, with those held‑away assets included in overall fee calculations. The firm’s relatively small client roster (roughly 17 clients and about $19.7 million in assets under management) combined with public educational programming and structured ongoing planning arrangements differentiates it from many peer independent advisers.

To learn more about the advisors currently working at Donnelly Financial Services, 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.