Donaldson Capital

Founded in 1995, Donaldson Capital Management is a fee-only wealth management firm that operates as a fiduciary for its clients. The company's core investment philosophy is centered on dividend growth, aiming to provide clients with a reliable and increasing stream of income alongside long-term capital appreciation. They manage portfolios for high-net-worth individuals, families, trusts, and institutional clients, offering services that include personalized financial planning, retirement planning, and investment management with a mission to build client wealth while delivering exceptional service.