195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

Read More >>

Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

Linkedin - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy PlanningTwitter - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy Planning

Kevin Donohue, CFP, AIF

Legacy Planning Partners
(610) 719-8600
kdonohue@legacy-online.com
228 W Gay Street
West Chester, PA  19380

 

 

 

Kevin is a partner and senior advisor with Legacy Planning Partners.  He combines nearly 20 years of financial services experience with cutting edge technology to deliver his clients integrated solutions to simplify their complex financial reality.  Kevin and his team specialize in helping families with complicated finances organize their affairs, documenting goals and identifying strategies to help them reach these goals more effectively.  Kevin and Legacy help families understand their entire financial strategy into the future- or models the various paths available- in an effort to allow decisions to be made from a position of strength.  Through web based financial technology, clients can access daily balance information and leverage a robust organizational system as an alternative to the endless stream of documents.  This team-driven and planning-focused philosophy provides the client the education, confidence and peripheral vision necessary to make impactful decisions for their family, business partners and community.

Background

Kevin earned a Bachelor of Science degree in Finance from Villanova University.  He is a Certified Financial Planner™ and has earned his Accredited Investment Fiduciary®.

Kevin and his wife, Lauren, live in Downingtown, PA with their three children: Ben, Kevin and Lucy.

Strengths

Kevin’s strengths are his ability to get things done and to build genuine relationships with clients.  He seeks to truly make a personal connection to help clients move their unique goals forward.

Kevin is energized by solving problems, which proves invaluable in tackling a complex financial situation.  He believes in taking ownership for tasks and is skilled at communicating the “big picture” in a manner that can make ideas take shape.

Kevin Donohue is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 12/2016 TN166306