
Wealth PartnersThe Donohue Group
Awards and Industry Recognition



Barron's
Forbes
Welcome
The Donohue Group is a team of Financial Advisors and other professionals serving clients from coast to coast. We focus on wealth management strategies that are customized to help meet each individual's needs and objectives. Moreover, we look beyond daily headlines and frequent market fluctuations to create investment portfolios that help our clients progress toward their goals.
WORKING WITH YOU MEANS WORKING FOR YOU
Each member of The Donohue Group has a focus that, when combined with those of other team members, creates a powerful force. We bring a heavy emphasis on fixed income investing and also offer in-depth experience in equities, institutional equities and comprehensive portfolio review. Our team seeks to provide approaches to even the most complex wealth management needs.
RECOGNIZED BY THE INDUSTRY
Where change is constant, experience is invaluable. The Donohue Group has been helping people achieve their objectives for over 30 years. As further evidence of our effectiveness, Mark Donohue, the founder of The Donohue Group, has historically been recognized as one of the top-rated financial advisors by a number of premier industry publications and organizations.
ATTENTION FOR CLIENTS' UNIQUE REQUIREMENTS
The Donohue Group provides access to not only our own experience, but we tap the specialist resources of the firm to develop strategies in disciplines as diverse as trusts, philanthropic planning and lending.
- WEALTH PLANNING
- ASSET MANAGEMENT
- EQUITIES
- FIXED INCOME
- MUNICIPAL BONDS
- ALTERNATIVE INVESTMENTS
- TRUSTS & ESTATES
- BORROWING OPTIONS
- RETIREMENT PLANNING
- ENDOWMENTS AND FOUNDATIONS
Investment Approach
Bespoke Strategies Built Around Your Needs
A CONSERVATIVELY BIASED PROCESS
Our core principles are designed to withstand all types of market cycles. We maintain a conservative and disciplined approach, paying particular attention to exposure management and each individual's risk tolerance. This approach has served our clients well for many years. We take tremendous pride in our reputation for being dedicated to our client's success. We are not only passionate and love what we do, but we take a personal interest in our clients, their goals and their families.
OUR COMMITMENT TO PERSONALIZED VALUES
Quality Service We have a genuine understanding and concern for your needs and seek to provide high-quality service and advice at all times.
Lasting Relationships Our focus is on nurturing a connection with you, your family or your organization, built on a foundation of trust and satisfaction. Your best interest is our primary concern.
Tailored Approaches We strive to deliver thought leadership, innovative ideas and investment advice that is designed and customized to help you pursue your goals.
Executional Excellence Our mission is to deliver the highest levels of advisory guidance in the areas of financial consulting and investments. We bring a visible sense of energy, a strong work ethic and a steadfast commitment to our work.
OFFERING ONGOING COMMUNICATIONS
Our portfolio management approach involves periodic tactical revisions and rebalancing allocations when appropriate. By maintaining frequent contact, we stay in tune with changes in your life that may lead to portfolio recalibration.
BACKED BY AN INDUSTRY LEADER
From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research needed to inform our detailed process.
Meet Our Team
Insights

Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now