Alex Donley, Equitable Advisors Financial Professional

05/12/2026

Be sure to join us this afternoon!
https://equitable.zoom.us/webinar/register/WN_FZ8CPCd2TViEa4RCFcr-qA #/registration

05/05/2026

Join us in one week for our latest Speaker Series: The Care Conversation - Planning Before You Need It.

Register at: https://equitable.zoom.us/webinar/register/WN_FZ8CPCd2TViEa4RCFcr-qA #/registration

05/07/2025

Join us on Tuesday, May 13th at 5pm for our Estate Planning Seminar.

Register Here: https://zoom.us/webinar/register/WN_voKQw5hbTQafOM8uTqbCpg #/registration

04/30/2025

My favorite work day(s) of the year?

Our client appreciation events!!

We had our second appreciation event this year.

This latest one was at our local MLS club's stadium.

We even got to see an INCREDIBLE bicycle kick and score by one of the FC Cincinnati players right in front of our goal! 🚲🚲🚲 ⚽⚽⚽

Why do I love these so much?

Because being surrounded by people you care deeply about is a life hack.

Here is truly why we do it.

✅ First, we want give thanks to our clients
✅ We share the same interest
✅ We work in the same communities
✅ We have mutual friends
✅ We share the same values
✅ Our kids go to the same schools

Notice I said nothing about our products, services, or returns....

We are in the people business, and to Triplecrown Wealth Management that has been the most important element, and our key driver of our success.

So if you are a first responder, public school teacher, or small business owner and you want to work with someone who gets you, please reach out.

We are still accepting new clients for now.

Send me a DM if you want to discover more about what it means to work with advisors who are truly people centric.

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Learn about catch-up contributions and how they can help boost your retirement planning.

10/16/2024

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a difference, rather than line the pockets of scammers. Talk to your financial professional to learn more.

Between the ubiquitous bell-ringing volunteers outside grocery stores and the posh fundraisers trying to take advantage of fourth-quarter generosity,

10/09/2024

Start planning for retirement now to help secure your financial freedom in the future. Learn how you can maximize your savings by contributing to your retirement plan consistently. Learn more.

The earlier you can connect with a financial professional, the sooner you can start your journey towards financial freedom.

09/25/2024

Educators, secure your future now. It's never too early to plan for retirement. Check out the article "Getting an early start" for valuable insights on how to start your retirement planning journey today. For personalized guidance, contact me today. I'm here to help you make the most of your retirement planning.

By getting an early start on saving for retirement with an Equitable 403(b) plan, you could pay less in taxes and save more over time.

09/18/2024

Equitable understands the important role educators play in supporting students and prioritizes investments in educators for a brighter tomorrow. Last year, nearly 4,000 educators participated in programs built to advance leadership, advocacy skills and mental well-being. Read more about these efforts in Equitable’s ESG report.

We believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our mission helps our clients secure financial well-being, one of the cornerstones of a healthy and vibrant society. We aspire to serve as a force for good, crea...

09/11/2024

Learn how financial planning decisions can make a difference in your financial well-being. Check out the article “Bridge the Wage Gap: Retirement Planning for Financial Stability” and contact me to discuss how I can help you achieve your financial goals.

Enroll in an Equitable Financial or Equitable America 403(b) plan and find your local Equitable Advisors Financial Professional.