• What is your full name and professional designation?

    My name is Donnye Evans Winship, MBA, and I am an LPL Registered Principal.

  • What types of clients do you typically work with?

    We work with a wide range of clients. Our preference is to partner with long-term, disciplined investors, rather than individuals seeking high-volume or speculative trading.

  • What are your core areas of expertise?

    Our core focus is comprehensive financial planning. We are well-versed across all major areas of personal finance (though we do not provide tax advice). Comprehensive planning allows us to identify potential pitfalls in your financial situation and adjust proactively.

  • What is your investment philosophy?

    Our approach is centered on buy, hold, and diversify. Growth typically occurs when money flows into a sector or company, so we diversify across sectors and asset classes that align with the strongest long-term trends.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​
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  • How do you charge for your services?

    We primarily charge a flat fee per account. In rare cases—such as when purchasing an annuity—we may use a commission-based account, but this is not our standard model.

  • Do you act as a fiduciary?

    We act as an investment fiduciary when providing advisory services. We always put your interests ahead of our own and manage accounts with loyalty, honesty, and good faith. These are duties we owe to every client.

  • Do you offer virtual services?

    Yes. We can conduct initial meetings and annual reviews via video chat for your convenience.

  • Who is your broker-dealer or custodian?

    We facilitate all transactions through LPL Financial, which also serves as our custodian.

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