top of page
Nick Donaldson

Nick's Bio


What is your version of financial independence?  The answer to this question is far more important than any hypothetical retirement number or age.  


As a financial advisor, I help clients achieve financial balance in their lives by optimizing every financial decision and understanding the interdependent nature of these decisions. I leverage technology to deliver sound advice and build lasting client relationships.  For planning needs outside of my skill I work with a network of professionals; or collaborate with your existing trusted advisers.


Empowering others with financial literacy & impacting the trajectory of their financial well-being is what keeps me enthralled with this great work. 


Meet with me for a complimentary review so I can demonstrate how to provide immediate value to you, your family, your business, your money.


Flat & formal fee structure providing full transparency to our professional relationship.  You work hard for your money, make sure its working hard for you. 


Learn to keep more of what you make, do more with what you keep & take charge of your financial future​.  You have exactly enough time, starting NOW! 


Nick Donaldson 



bottom of page