Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Dean M Donohue, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Jonathan P Smith, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Dean M Donohue, Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2021
  • Dean M Donohue, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Dean M Donohue, Ameriprise Circle of Success Hall of Fame, 2010
  • Dean M Donohue, Ameriprise Circle of Success, 2000-2020
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020

Community participation

We are proud to serve our community in many ways. Following are a few of the organizations that are near and dear to our hearts.