HOUSTON - Gainer Donnelly has announced that members of the firm are now providing investment advisory services to implement clients' financial plans through a new entity called Gainer Donnelly Wealth Advisors LLC, a Registered Investment Advisor. Members will continue to offer financial planning services through Gainer Donnelly LLP, a certified public accounting firm.
A significant factor in the decision to form Gainer Donnelly Wealth Advisors LLC was selecting an investment strategy that firm members felt would be appropriate for clients. To help implement this strategy and bring these investment services to clients, Gainer Donnelly Wealth Advisors LLC has affiliated with a nationally recognized firm that will provide access to high-quality institutional mutual funds not typically available to individual investors, the latest research, and important operational support.
Consistent with clients' arrangements with Gainer Donnelly LLP, services from Gainer Donnelly Wealth Advisors LLC are fee-only. Accepting no commissions, Gainer Donnelly's mission is to assist clients in reaching their goals and objectives by offering independent and objective advice.
Gainer Donnelly LLP provides tax, audit, business planning and advisory services to businesses and individuals across all industries with special expertise in energy, construction, distribution, transportation, manufacturing, not-for-profit, healthcare and real estate. The firm has 9 partners and a staff of over 140.