A complete list of active advisors currently associated with Donner's Financial Services Inc.

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

Donner's Financial Services Inc. provides portfolio management, financial planning, asset allocation, and the selection of third‑party advisers for individuals (including high‑net‑worth clients), corporations, other investment advisers and insurance companies. The firm offers both discretionary and non‑discretionary management and can implement model portfolios or engage sub‑advisers to meet client needs. The investment process relies on a mix of firm model portfolios, third‑party money managers and analytical methods such as charting and fundamental analysis, with an emphasis on long‑term holdings and periodic account reviews. The firm also uses directly held mutual fund share classes through American Funds (including F‑2 shares) and assists clients with onboarding and ongoing monitoring of recommended TPMMs. A noteworthy feature is that the firm is also a licensed insurance agency and its advisory personnel may earn separate, commission‑based compensation for insurance and annuity sales, a practice the brochure identifies as a potential conflict of interest. The practice is relatively compact, serving a limited client base while relying on TPMMs and custodial arrangements that permit fee debits through fund platforms—an operating mix that differs from many independent peers.

To learn more about the advisors currently working at Donner's Financial Services Inc., 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.