The Pavilion 261 Old York Road,
The "Family Wealth Planning" Firm You Can Trust
We provide comprehensive wealth planning and wealth management services carefully designed and delivered to help our clients build sustainable wealth for retirement and beyond. We help our clients maximize the effectiveness of their financial resources over time to achieve personal financial success.
We are delighted that you are considering us as a potential partner in working towards your long-term financial success. We welcome the opportunity to demonstrate a more effective way to manage your wealth.
As an independent practitioner in matters of personal finance, we can proudly say, "We work 100% for the benefit of our clients as a fiduciary". We do not sell investment products nor do we accept commissions, sales loads, or hidden fee arrangements of any kind as compensation for our services. Virtually all of the compensation we receive is paid to us directly by our clients. Therefore, we have no divided loyalties.
We believe our fee-based compensation model and client centered approach is the most effective way to provide our clients the level of transparency and objectivity required to be considered their most trusted adviser.
Our clients are not required to move their assets in order to work with us. Clients are free to use their current custodian, our preferred custodian, or employ multiple custodians.
Please feel free to contact me directly if you would like to learn more about our services. I look forward to meeting you. I am confident we will earn the opportunity to work closely with you over time as your partner in financial success.
Keith Donnell: (215) 782-1877 or firstname.lastname@example.org or https://calendly.com/keith-donnell to schedule a consultation.
Financial Goals & Priorities
Fee Based Advisor