Founded by Richard Donnelly, Donnelly Wealth Advisors is an independent, fee-only Registered Investment Advisor (RIA) firm based in Southern California. The company operates under a fiduciary standard, meaning they are legally and ethically obligated to act in their clients' best interests. Their services are centered around creating personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States