Kevin Donohue, AIF, CFP

Senior Advisor

West Chester, PA
| 6107198600  | Send a Message | Book a Meeting

Background

As a Senior Advisor for Commonwealth Financial Network, Kevin has been helping families and business owners grow, protect, and transition their wealth since 1997. His team takes a comprehensive, 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 ensure every angle is considered.

Key Focus Areas:

  • Family Office 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 designed to meet personal and financial goals.
  • Business Planning Services

Kevin offers securities and advisory services through Commonwealth Financial Network ®.

Kevin Donohue offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Kevin Donohue is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.

Advisor Location

Main Office:

228 West Gay Street West Chester, PA 19380

Areas of Focus

  • Wealth Management
  • Financial Planning
  • Investment Advisory
  • Tax and Estate Planning Strategies
  • Business Planning Services
  • Exit Planning
Get in touch with Kevin Donohue