Fee-only advice
Provides financial planning and investment management advice.
Donalies Financial Planning
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About Donalies Financial Planning
This business is a fee-only financial planning and investment management firm. It was founded in 2012 and serves individuals, families, retirees, professionals at different career stages, and small-business owners. Many clients work for federal, state, or local government, and some have international backgrounds. Financial planning advice and investment strategy are central to its services. The team also develops client portfolios and gathers information for financial plans. Advisors hold financial planning credentials, and the wealth management advisor specializes in investment strategy and portfolio development. The firm works with clients in Washington, D.C., and serves people with varied work and personal backgrounds.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial plans
Gathers client information and provides financial planning advice.
Portfolio strategy
Specializes in investment strategy and portfolio development.
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