Michael Donahoe (CFP®, MBA)

Michael Donahoe focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

Michael G. Donahoe, CFP®
Principal
 

Michael Donahoe is the founder and principal of Harvest Asset Group, LLC. He heads the client services team and serves as the firm’s chief compliance officer.

Prior to transitioning to a career as a professional financial planner and entrepreneur, Michael enjoyed a distinguished corporate career that included managerial posts with large U.S. companies in Boston, Philadelphia, and the San Francisco Bay Area.

Michael holds an MBA Degree from George Washington University, and completed his educational requirements to earn the CFP® mark of distinction at the University of California, Berkeley. Currently, as a NAPFA registered financial advisor, Michael completes a rigorous continuing education requirement of 60 hours every two years.

What Michael likes most about being an advisor is seeing clients achieve financial freedom, and freedom from financial worry. “Most clients, regardless of how well they are doing, start the process with a lot of uncertainty and worry. The planning process helps bring clarity and puts the right steps in place, so clients often experience great relief.”

Michael has lived in the Portland area for over a decade since relocating from San Francisco in 1995 to be closer to family. He is active in community affairs and enjoy the natural bounty of Maine when not busy working.

Additional Information

We encourage prospective clients to visit our website: www.HarvestAssetGroup.com to learn more about us and how the financial planning process works here.

NAPFA Start Date

June 26, 2006

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This Office

15 Monument Square Suite 3E Portland, ME 04101 Phone: (207) 775-1151 Fax: (866) 870-1151