DONALD W. CASH & ASSOCIATES, LLC

Overview

Donald W. Cash & Associates, LLC is an individually owned limited liability company that combines insurance brokerage with advisory services centered on financial planning and the selection of third‑party advisers. The firm positions itself as a capital allocator rather than a discretionary asset manager, offering fee arrangements that include hourly charges, fixed fees and other non‑asset‑based billing. It does not identify as an active ESG investor and is not structured as a multi‑state advisory platform. Given the mix of insurance brokerage and adviser‑of‑record services, the firm appears to serve clients through planning and adviser‑selection relationships rather than through direct, in‑house portfolio management.

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Location & Offices