News and Commentary
Capabilities Overview
Capabilities Overview
Fran Donlan is a veteran Financial Advisor who offers tailored guidance and a highly personalized experience to a select group of successful individuals, foundations, families, and business owners, both locally and nationally.Fran and his extended team’s mission is to become an essential partner to clients. “By using our experience, resources, and passion for making a difference, we can help our clients identify and pursue their vision of financial success while focusing on what matters and what can be controlled”.“People don’t care how much we know until they know how much we care.” Fran Donlan“A life is not important except in the impact it has on other lives.” Jackie RobinsonWhy Our Clients Choose UsOur commitment to this mission is defined by three core principles:
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
