Holly Donaldson Financial Planning, LLC is an independent, fee-only financial planning and wealth management firm founded by Holly Donaldson, a CERTIFIED FINANCIAL PLANNER™ (CFP®). The firm operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They specialize in providing comprehensive financial planning services, including retirement planning, investment management, tax strategies, and estate planning, primarily for successful professionals, business owners, and their families. The company's mission is to help clients achieve financial independence by providing objective and personalized financial advice.

Founded in

United States