Team profile

Professional Financial Advice in Dunedin, FL

Ignite Your Financial Future with Passion & Purpose.

At Heartfire Wealth, our purpose is to help you feel more confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

At Heartfire Wealth, we navigate your financial future with passion and purpose, empowering you to embrace life’s possibilities with confidence. Anchored in meaningful relationships and unwavering care, we focus on your finances so you can focus on what truly sets your heart on fire.

Looking for a Financial Advisor in Dunedin, Clearwater, Tampa, St. Petersburg, Palm Harbor or Safety Harbor Florida? Get to know the team at Heartfire Wealth and connect with us: Facebook

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Financial planning for small business
  • Intergenerational Planning
  • Consulting on potential benefits and risks of IRA rollovers
  • Estate Planning Strategies
  • Family Finances

Awards & recognition

  • Heartfire Wealth, Forbes Best-in-State Wealth Management Teams, 2025
  • Heartfire Wealth, Ameriprise Client Experience Award, 2021-2023
  • Patrick Donoghue, Ameriprise Circle of Success, 2022, 2023 & 2024

Community participation

Heartfire Wealth is dedicated to our Dunedin, FL and Pinellas County community
Heartfire Wealth is dedicated to our Dunedin, FL and Pinellas County community

At Heartfire Wealth, our commitment goes beyond financial planning—we’re deeply rooted in the Dunedin, Tampa Bay, and Pinellas County communities. Our team actively supports local nonprofits, education initiatives, healthcare foundations, food banks, civic clubs, the arts, and organizations that uplift children, families, and those facing hardship. Whether volunteering time, serving on boards, or supporting events, we believe in building stronger communities through connection, compassion, and consistent involvement where it truly matters—right here at home.

Rooted in our Dunedin Community Helping Make a Lasting Impact!

Honored to be recognized in Forbes

All of us at Heartfire Wealth are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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