1805 Williams Road, Monroe, NC 28110

704.292.2920
tdonahue@pfgnc.com
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Who We Are

  • We are very similar to the people we serve.
  • We are small business owners, accumulators, and love our families dearly.
  • We are objective and independent — meaning we have no quotas imposed by any company. 
  • We are an award-winning, privately owned, independent wealth management firm based in the Charlotte region that strives to always provide solid financial planning and advice.
  • Most importantly, we are fiduciary asset managers, which means that with everything we do, we have our client's interest at heart.
  • And, in the end, we want to help our clients get to a place financially where they can do the things that light up their eyes on a daily basis. That is what lights up our eyes on a daily basis.

Thomas J. Donahue, ChFC®, CFP®

President

tdonahue@pfgnc.com

Professional Highlights & Focus:

  • CERTIFIED FINANCIAL PLANNER® practitioner Chartered Financial Consultant® professional designation
  • Named a Five Star Wealth Manager* in Charlotte Magazine for all 17 years of this award (2008 through 2024).
  • Taught financial planning courses at UNC Charlotte, Queens University, and Wingate University.
  • Serving high-net-worth individuals, families, and business owners
  • Specializing in multi-generational planning, planning for retirement, and comprehensive financial planning portfolio management expertise


Membership: 

  • North Carolina Officials Committee 2013–2020
  • USA Swimming Meet Official
  • NCAA Meet Official
  • NCHSAA Meet Official
  • Union County Chamber of Commerce
    • Board of Directors 2007–2014
    • Board Chair 2012
  • Head Coach—Men’s & Women’s Swimming Christ the King Catholic High School 2013–2020
    • NC State Champions — Men’s Team 2015–16
    • NC State Champions -- Men's Team 2017-18
    • NC State Champions -- Women's Team 2016-17
    • NC State Champions -- Women's Team 2017-18


*2008-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in March 2024 based on data gathered within 12 months preceding the issue date. 1,690 advisors were considered, 103 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of an advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
 

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Timothy B. Hamilton

Vice President

thamilton@pfgnc.com

Professional Highlights & Focus:

  • Named a Five Star Wealth Manager in Charlotte Magazine in 2009, 2011, 2012-2014, 2020, 2022-2024.*
  • Taught financial planning courses at Queens University and Wingate University
  • Serving high-net-worth individuals, families, and business wwners
  • Specializing in insurance and risk management, planning for retirement, and business succession planning
  • Portfolio Management Expertise

Membership:

  • Union County Breakfast Rotary Club — 2000–Present, President 2003 & 2011, “Rotarian of the Year” 2004
  • Anson County Flying Club — Secretary 2011


*2009, 2011, 2012-2014, 2020, 2022-2024, Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in March 2024 based on data gathered within 12 months preceding the issue date. 1,690 advisors were considered, 103 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of an advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.