Donnelly Financial Services

Overview

Donnelly Financial Services is a small, independently owned registered investment adviser organized as an LLC that focuses on individual and family clients, with additional work for small-business owners. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible — Donnelly charges asset-based fees alongside hourly and fixed-fee engagements — and the adviser does not position itself as an institutional pension consultant or a multi-state adviser. On the investment side, the firm has a clear tilt toward private investment vehicles. Its manager-allocation activity emphasizes third‑party private funds, with real estate appearing as the named alternative category. Public-market exposure is handled through mutual funds where used, and the firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices