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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).
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Paladin Research Report For:

Timothy Donovan

FamilyWealth Management Group LLC

Timothy Donovan, a financial fiduciary has been a Paladin Registry member since 2006. Timothy holds the Chartered Financial Consultant certifications and has over 33 years of experience. Timothy provides financial services to clients in the Pittsburgh, Pennsylvania area.

I. Snapshot

A. Registry Member
  • Since 2006
B. Years of Experience
  • 33
C. College Degrees
  • Duquesne University - Graduate in Finance
  • American College - ChFC
D. Certifications
  • ChFC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our Serve First Philosophy for 26 years. 1) Approach all clients with human understanding 2) Help clients recognize problems and opportunities they face 3) As a direct result of our effort clients will receive great value from our work and will benefit to the fullest degree from the financial resources they have accumulated.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • Suite 200
    370 Southpointe Blvd
    Pittsburgh, Pennsylvania, 15317
C. Telephone
  • 724.743.6108

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • FamilyWealth Management Group LLC
B. Relationship to Firm
  • Independent Contractor
C. Name of RIA
  • Lincoln Financial Advisors
D. Name of Broker/Dealer
  • Lincoln Financial Advisors Corp.
E. Name(s) of Custodian(s)
  • Fidelity/National Financial Srvs
  • T D Ameritrade

V. Credentials

A. Years of Financial Experience
  • 33 Years
B. College, Degrees, Years
  • Duquesne University - Graduate in Finance
  • American College - ChFC
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Resource Group
  • Premier Partners

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 1163119
  • IARD: 3978
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Michigan
    • New Hampshire
    • Ohio
    • Pennsylvania
    • Texas
    • Virginia
    • West Virginia
    • Wisconsin
  • Investment Products for Commission: See List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • New Hampshire
    • New York
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia
  • Insurance Products for Commission: See List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our Serve First Philosophy for 26 years. 1) Approach all clients with human understanding 2) Help clients recognize problems and opportunities they face 3) As a direct result of our effort clients will receive great value from our work and will benefit to the fullest degree from the financial resources they have accumulated.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
G. Types of Reports (Frequency)
  • Other: Quarterly comprehensive updates
H. Second Language(s)
  • None
I. Value Statement

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Tax Advice & Services
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Timothy Donovan
Most Recent Update:
  • Feb 21, 2019

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