Donald J Tharp & Associates

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Map & DirectionsDirections10034 Wellman RdStreetsboro, OH 44241 Write a ReviewWrite Review

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Donald J Tharp & Associates

Tax Planning
Before joining Hudson Financial Advisors, Joe worked at Beacon Financial Partners where he assisted his clients by developing and implementing comprehensive and flexible financial plans. As time passed, he helped create and implement new strategies to reflect their changing goals and circumstances. Prior to Beacon Financial Partners, he was a Wealth Strategist at Hawthorn, PNC Family Wealth providing tax and financial planning advice to corporate executives and multi-generational families. Joe also worked in the trust tax group within National City Bank, now PNC, N.A. where he was a member of the charitable and endowment group. He started his career in public accounting where his responsibilities included income tax planning and compliance.

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Extra Phones: Phone: (330) 342-1157
AKA: Tharp, Donald
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Taxes-Consultants & Representatives

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Phone: (330) 656-1507

Address: 10034 Wellman Rd, Streetsboro, OH 44241

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Donald J Tharp & Associates

Tax Planning
Before joining Hudson Financial Advisors, Joe worked at Beacon Financial Partners where he assisted his clients by developing and implementing comprehensive and flexible financial plans. As time passed, he helped create and implement new strategies to reflect their changing goals and circumstances. Prior to Beacon Financial Partners, he was a Wealth Strategist at Hawthorn, PNC Family Wealth providing tax and financial planning advice to corporate executives and multi-generational families. Joe also worked in the trust tax group within National City Bank, now PNC, N.A. where he was a member of the charitable and endowment group. He started his career in public accounting where his responsibilities included income tax planning and compliance.
Charitable Giving
While active in several charitable organizations, Joe serves on the Board of Directors of the DDC Clinic, Center for Special Needs Children and Northern Ohio Charitable Gift Planners. He previously served as treasurer for both organizations.
Income Tax

Mutual Funds
We use institutional mutual funds, ETF’s and separately managed accounts that incorporate the following concepts in our asset class investing approach...
Wealth Management
Would you like to maintain your lifestyle, increase your peace of mind and live your life to the fullest? Then you may be ready for our wealth management process, The Financial Masterpiece Program

Accounting Services

Financial Planning
We equip successful people with the tools they need to reach the next level of success. Our mission is to support them in that quest by empowering clients to make smart choices, through trusted and valued advice.
Asset Management
We believe that investment returns are determined principally by risk, and that a diversified portfolio's expected return is a result of its exposure to certain risk market-based factors. Since a portfolio's asset allocation determines its risk factor exposure, how to allocate one's assets into purpose based pools of money is one of the most important decisions an investor can make.

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