Boca Raton, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
&PARTNERS
Enterprise
Firm-wide stats for &PARTNERS
About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
Boca Raton FL
Advisors at this office
4
Advisors at this office
Michael D
Series 63, Series 65
Boca Raton, FL
&PARTNERS
Michael Donohue is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue also owns and operates Donohue Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.
Joel K
Series 63, Series 65
Boca Raton, FL
&PARTNERS
Joel Kaplan is a financial advisor at &Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Kaplan is based in Boca Raton, FL. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services utilizing a combination of proprietary and third-party strategies, with additional capabilities in municipal advisory and brokerage services.
Jeffrey L
Series 63, Series 65
Boca Raton, FL
&PARTNERS
Jeffrey Libman is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and RBC Capital Markets. He serves as co-trustee for several family trusts. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs both discretionary and non-discretionary investment approaches using a combination of fundamental, technical, and quantitative analysis.
Barbara B
Series 63
Boca Raton, FL
&PARTNERS
Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2010, she has served on the External Advisory Board for the Southern Illinois University College of Finance, providing strategic and curricular guidance. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies supported by fundamental, technical, and quantitative analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)