Our History
Founded in 1976, Donald M. Graham and Associates started as an insurance firm offering protection for individuals, families, and businesses. It soon became apparent that clients needed complete financial consulting services, and throughout the 1980s, the firm grew into a comprehensive financial services firm.
Today, the firm is comprised of a highly specialized team with strategic alliances with other affiliated professionals such as attorneys, CPAs, retirement specialists, institutional money managers, advanced insurance underwriters, and banks.
We have a long relationship with Commonwealth Financial Network®, an independent privately held broker/dealer. Trades are executed through National Financial Services, LLC, member NYSE/SIPC. Commonwealth is nationally recognized in the financial services industry, which gives us all the tools necessary to pursue your financial goals.
The financial professionals of Donald M. Graham & Associates are members of the following professional organizations:
- Financial Planning Association (FPA)
- Professional Insurance Agents (PIA)
- Registered Representatives and/or Investment Adviser Representatives of Commonwealth Financial Network
- Mansfield Area Association of Insurance and Financial Advisors
- Ohio Association of Insurance and Financial Advisors
- National Estate Planning Attorney and Advisor Group