Kevin Donohue is a partner at Legacy Planning Partners who specializes in helping families with complicated finances organize their affairs, document their goals, and identify strategies to help them reach these goals more effectively. 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 believes that helping families understand their entire financial strategy into the future- or modeling the various paths available- allows 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 provide the client the education, confidence, and peripheral vision necessary to make impactful decisions for their family, business partners, and community.
Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his Accredited Investment Fiduciary®. He earned a Bachelor of Science degree in Finance from Villanova University.
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. He is energized by solving problems, which proves invaluable in tackling a complex financial situation. He believes in taking ownership of tasks and is skilled at communicating the “big picture” in a manner that can make ideas take shape.
Kevin and his wife, Lauren, live in Downingtown, PA with their three children: Ben, Kevin, and Lucy.