Innovative Financial GuidanceIndependent - Fee-onlyBook an intro call
Strategic financial advice focused onyour future.
Trusted Advice
2Unbiased Perspective
3Book an intro callA 20-minute call. No cost, no pitch.
Transparent Fees. Clients pay directly for advice. No hidden commissions or sales incentives.
Your Best Interest. Advice always prioritizes your interests. Potential conflicts are disclosed and managed.
Objective Guidance. An independent firm. Client assets are held securely by a third-party custodian.
01 - The standard
The Power of Fee-Only Advice
Understanding your advisor's compensation is crucial for trust and clarity.
Our practice ensures clear incentives: a single fee, no product sales, and advice judged on its value.
Traditional Approach
- Paid by commissions and product sponsors
- May steer you toward in-house products
- Held only to a suitability standard
- Real cost embedded inside the products
Our Innovative Model
- Paid only by clients - one stated fee
- No products to sell, no commissions
- Held to a fiduciary standard, full-time
- Cost is transparent and agreed up front
On philosophy
Thoughtful decisions often lead to the most impactful financial outcomes.
Claire Donovan, CFP - CFA
Fig. 02Environmental - the studynatural light, no logos
02 - Where counsel matters
Critical Financial Junctures
My focus is providing clear, unbiased opinions where they matter most for your future.
Retirement Transition
Strategizing work, withdrawals, taxes, and portfolio risk for a confident retirement.
Equity Compensation Strategy
Integrated review of exercise, hold, sell, diversify, and tax implications for equity.
Business Succession Planning
Crafting a transition plan for liquidity, income, estate, and future endeavors.
Managing Sudden Wealth
Strategic handling of inheritance, settlements, or bonuses before urgent decisions.
Family Financial Support
Structured choices for education, elder care, gifting, and multi-generational planning.
Independent Second Opinion
A clear review of your existing portfolio or plan before you make a move.
03 - The engagement
Our Collaborative Process
A straightforward process. No pressure, no obligation, just genuine conversation.
01
Genuine Discussion
Initial ConsultationA brief call to assess fit. Ask anything; I'll be direct, even if I'm not the right advisor.
02
Actionable, Clear Plan
Customized StrategyIf we align, you receive a readable plan: steps, sequence, and rationale for each decision.
03
Accessible, Consistent Guidance
Continuous SupportOngoing decisions and check-ins are handled personally, not by a call center.
04 - On the record
Verifiable Professional Credentials
Trust is built on transparency and verifiable professional standards.
Form ADV Part 2 and Form CRS available on request - and linked in the footer below.
05 - In clients' words
Client Perspectives
Real testimonials-with full, written disclosure-are added only after compliance review. I don't write my own praise, and nothing here is generated.
Client feedback will be shared here, reflecting their direct experiences.
Client nameRetirement Planning
Disclosure (shown inline): Current client - [Yes / No] - Compensated - [Yes / No]. May not reflect the experience of other clients; not a guarantee of future results.
A second approved client statement will sit here-one slot per reviewed testimonial.
Client nameBusiness Transition
Disclosure (shown inline): Current client - [Yes / No] - Compensated - [Yes / No]. May not reflect the experience of other clients; not a guarantee of future results.
Fig. 03Portrait - Claire Donovanseated, B&W
06 - The adviser
Claire Donovan, CFP, CFA
Our founder established this advisory after observing fragmented advice within larger institutions.
The practice serves a select number of households, ensuring personalized, clear financial guidance.
CFPCFA CharterholderNAPFA memberSeries 65B.A., Economics
07 - Not ready to book?
Connect with Us
Describe your financial decision, and I will provide a practical next step.