Donaldson Capital Management

When it comes to retirement plans, we take a wealth management approach for you and your employees, with unique investment options and ongoing financial wellness. In each life stage, many new paths will emerge, and we work to ensure that, in each, you and your employees feel financially secure. By founding our investment strategy on a dividend-based approach, we pursue security, income and growth, in every financial climate. Working together, we seek to produce steady, reliable results for the long term, so you and your employees can set your sights on whatever path you choose.