OUR PHILOSPHY


Unlike financial planners who thrive on commission sales, our focus is to serve our clients and build a short term and long term plan that is unique to every life stage. To do this, we start by listening to our client’s needs, assess their risk tolerance, help define their goals and then develop a customized plan that benefits their savings, investments, and retirement and distribution strategies. Our years in the product driven world of brokerage have taught us that while we were required to recommend financial products that were suitable for our clients, there was no fiduciary capacity to offer them the best, most efficient vehicles to meet their needs.

Our role as financial consultants is to advise our clients as to where best to place their savings and investment dollars. Rather than promoting particular financial products we use outside money mangers to reflect our client’s financial goals. We also suggest a prime broker that is the most cost effective and appropriate for our client’s needs. Further, we negotiate a price with these managers that we believe provide the best services for a fair market value.

Donnelly Steen has established itself as a premiere financial consulting firm serving the greater Philadelphia area and beyond for over 20 years. We earn the trust of our clients through a disciplined and consistent approach to investments and life planning.

Let us earn your trust today, please contact us at: 888.657.5200.