Principal and Founder
Donald W. Nicholson, Sr.
A nationally recognized leader in his field, Don. Sr. has kept his finger on the pulse of the financial services sector for more than 40 years. He has been interviewed on wealth management matters for The New York Times, The Wall Street Journal, Fortune, USA Today and The News Journal.
The New York native knew at an early age that he wanted to be an entrepreneur. One of five children, he earned an academic scholarship to a college in the mid-Atlantic area and worked in Jersey Shore restaurants during the summers to make money. After graduating with a marketing degree from the University of Baltimore, he married his wife, Lynn, and entered the financial advising field. He started his own company in 1987.
Don is known for his integrity, professionalism and commitment to the industry. He is the former president and chairman of the Philadelphia Tri-State Chapter of the Financial Planning Association and served as the national chairman of the Alliance Forum for the Financial Planning Association. A member of the Delaware Banker’s Association, he is also on the board of the Malvern Retreat League and the Estate Planning Council of Delaware.
When Don is not working with clients, he’s spending time at the shore with his wife Lynn, on the tennis courts or with his three children and nine grandchildren.