Kelley Donovan, Goldfinch Wealth Management

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Kelley Donovan, Goldfinch Wealth Management Goldfinch Wealth Management - It's comforting when you feel understood. Our Team is Your Team.

Our team strives to hear your needs, goals, and dreams, and guide you safely through your entire financial life. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org"

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/14/2026

Before we talk numbers, let’s talk Tuesdays. What does a regular Tuesday look like for you in retirement?

Mark Konrardy is a financial advisor with Goldfinch Wealth Management in Dubuque, Iowa, helping couples bring their retirement accounts into one plan.

10/14/2026

Changed jobs a few times? You might have more retirement accounts out there than you think.

Mark Konrardy is a financial advisor with Goldfinch Wealth Management in Dubuque, Iowa, helping couples bring their retirement accounts into one plan.

10/13/2026

For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option.

10/06/2026

LPL Financial’s Chief Investment Officer Marc Zabicki explains that election volatility may create opportunities, but investors should stay focused on market fundamentals over politics.

10/06/2026
10/06/2026

Can you both name every retirement account you own? Try the kitchen table test.

Mark Konrardy is a financial advisor with Goldfinch Wealth Management in Dubuque, Iowa, helping couples bring their retirement accounts into one plan.

10/06/2026

Have you checked your Social Security earnings record lately? It takes about 10 minutes.

Log in (or create your account) at ssa.gov, make sure every year of your work history is correct, and look at your benefit estimate. Mistakes are easier to fix now than at retirement.

Mark Konrardy is a financial advisor with Goldfinch Wealth Management in Dubuque, Iowa, helping couples bring their retirement accounts into one plan.

09/29/2026

Hello Goldfinch Clients! We are making our Google Review Link available to you. We thank you and it will help others find us. If you wish to leave a review for Goldfinch, please use the link below! We are grateful!

Kelley Donovan
Mark Konrardy at Goldfinch Wealth Management
Brittany Loeffelholz

Post a review to our profile on Google

09/29/2026

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Address

470 W 4th Street
Dubuque, IA
52001

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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