The Firm

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 60.


Chuck Donalies, CFP®

I live in Washington, D.C. with my wife and two adorable little girls (but I'm biased).  When I'm not trying to keep up with the kids, I devote time to other passions: CrossFit, creating artwork inspired by video games, playing video games (to research new painting ideas!), and reading/watching bad sci-fi (well, there's almost no such thing as bad sci-fi).

My academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from The University of Maryland at College Park in College Park, MD.  I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of study and completion of a rigorous exam.  In addition, I'm a member of The National Association of Personal Financial Advisors (NAPFA)The XY Planning Network and the Financial Planning Association.