Recognition

2009 - FIVE STAR Wealth Manager: Best in Client Satisfaction - Philadelphia Magazine

 

2009 - Recognized as one of the country's Top Investment Advisory firms - Wealth Manager Magazine


2009 - Listed in Consumers' Research Council of America Publication: "Guide to America's Top Financial Planners"

 

2008 - Top 250 Wealth Advisor -Worth Magazine

 

2008 - Recognized as one of the country's Top Investment Advisory firms - Wealth Manager Magazine

Welcome

Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. 

Our philosophy takes a holistic approach, looking at all aspects of a client's personal life and financial needs to create a custom-tailored financial plan.  This plan is the blueprint to the client/planner relationship.  We also emphasize working with a team of professionals who specialize in their respective fields.
Associations