
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
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March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now