Erin Donahue

“For 95% of our clients, we manage 100% of their life-altering money.”

For Erin, there’s no greater feeling than telling her clients, “You can do this.” She takes her responsibility as the steward of her clients’ financial health seriously, looking out for them like they’re family. Whether she’s advising a client to treat themselves to First Class airfare or showing them how they can afford the trip they’ve always dreamed of, her goal is to help her clients enjoy the life they’ve earned. 

“I like making people’s lives better.”

Erin has always been a numbers person – but she knows that working in investment planning is more than just adding up results. To her, finance is one part of a person’s big-picture health and wellness – and she places a high value on making people’s lives better not only financially, but also physically and mentally. In addition to her 20 years of experience as a financial advisor and wealth manager, she is also certified as a Yoga instructor and a Reiki master – two passions that help her bring balance to her own life. 

“20 years later, I will remember your favorite things.”

Small details are big to Erin, who places an emphasis on getting to know her clients personally. Whether it’s a pet’s name or child’s graduation date, remembering the little things is part of who she is. These personal touches make Erin an invaluable partner to her clients during all stages of their financial journey. 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.

Professional Credentials, Recognition, & Education