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.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
