Kevin Donohue, AIF, CFP

Since 1997, Kevin has centered his professional life on helping families and business owners strive to grow, manage, preserve, and transition their wealth through sound, comprehensive financial planning. His team takes a consultative, strategic, and educational approach that empowers clients to make confident decisions with a clear view of both today and tomorrow. Kevin also works closely with clients’ other trusted advisors to help ensure every angle is considered.

Key Focus Areas:

• Family Office Style Services*: For families with complex wealth who need more than traditional advising—Kevin brings structure, strategy, communication, and coordination among all key advisors.
• Business Owner Exit Planning: Whether the exit is near or years away, Kevin helps business owners plan on their terms, with strategies that strive to meet personal and financial goals.
• Business Planning Services

*Legacy Planning is not a “family office” as defined under the Investment Advisers Act of 1940, but rather it provides services to families and high net worth clients to address the unique financial, investment, and planning needs of such clients.