Donnelly Investments (DI) is an independent, fee-only, Registered Investment Advisor (RIA) firm. Our goal is to guide our clients toward a fulfilling and balanced relationship with their wealth; a relationship that brings value to their lives and affords our clients independence, security, peace of mind, and a legacy upon which they can be proud. DI provides a comprehensive approach for managing your financial life and creates a long-term plan that is customized to your personal values and financial goals. We offer a wide variety of services to guide you through the various stages of wealth accumulation, preservation, and distribution.