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.
August 15, 2025

A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.