Dakota
Dakota
Book a Demo
Talk to an Expert

Donalies Financial Planning

EST. AUM
$204,548,423

CONTACTS
4

CLIENT ACCOUNTS
460

Firm Details

Metro area Washington, DC
CRD Number 164700
Website donaliesfp.com
Client types

Overview

Donalies Financial Planning, LLC, established in 2012, offers fee-only financial planning and investment management services to individuals and families. The firm works with retirees, professionals at different career stages, and small-business owners, including those employed in federal, state, and local government. It also serves clients with international backgrounds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy