The Firm

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to individuals and families. DFP works with retirees as well as young, mid, and late-career professionals, and small-business owners. Many work for the federal, state or local government. Some clients have international backgrounds.

Chuck Donalies, CFP®

Chuck is a CERTIFIED FINANCIAL PLANNER™ licensee, and the owner and principal financial advisor with DFP since 2012. He has worked in Fee-Only financial planning since 2006, when he joined an established financial planning and wealth management firm. He left in 2012 to pursue his own practice.

Chuck lives in Washington, D.C. with his wife and daughters. He enjoys CrossFit-style workouts, creating artwork inspired by video games, playing video games (to research new painting ideas), reading science fiction, and adventure travel.

Chuck’s 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. In addition, he’s a member of The National Association of Personal Financial Advisors (NAPFA) and The XY Planning Network.