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.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
