About Us

Guiding Your Wealth with Clarity

Eric Donner and Josh Donner

Our Story

Providing clarity in financial planning is in our DNA. With a legacy rooted in the 1950s, our multi-generational firm is built on the guiding principle that everyone deserves objective, transparent advice.

This multi-generational experience is not only part of our history, but it also fuels our commitment to serving your family’s financial journey. We understand firsthand what it takes to build and preserve a family legacy, and we are dedicated to helping you achieve yours.

As a fiduciary, we prioritize your best interests, offering bespoke solutions that adapt to your family’s evolving needs. By blending deep expertise in financial, tax, and business planning with the personalized touch of a boutique family office, we help clients navigate complex financial landscapes with confidence.  

Our Team

Eric Donner

Eric Donner, CExP™, ChFC®, CAP®, CLU®

President and CEO
Read Bio
Josh Donner

Joshua Donner, CEPA®

Financial Advisor
Read Bio
Marc Bernacchi

Marc Bernacchi

Client Service Advisor
Read Bio
Robin Donner

Robin Donner

Behavioral Coach
Read Bio
Chauncey

Chauncey Bennett

Business Advisory Associate
Read Bio
Aaron Gilman

Aaron Gilman, CFA, CFP®

Chief Investment Officer, IFP
Read Bio
Pete Nunley

Pete Nunley

Director, Asset Management, IFP
Read Bio
Jake Muehlschlegel

Jake Muehlschlegel CAIA

Alternative Investments Analyst
Read Bio
Derek Wilkes

Derek Wilkes

Chief Compliance Officer, IFP
Read Bio
Aaron Gilman

Aaron Gilman, CFA, CFP®

Chief Investment Officer, IFP
Read Bio
Pete Nunley

Pete Nunley, CFA

Director, Asset Management, IFP
Read Bio
Jake Muehlschlegel

Jake Muehlschlegel, CAIA

Alternative Investments Analyst
Read Bio

Our Partners

BNY
Crump
Independent Financial Partners

Proactive Advice. Same Fee. No Brainer.

From tax optimization and wealth transfer strategies, we do the work your money manager isn’t – you’re already paying an advisory fee so why not get the clear advice that you deserve?

Let's Talk
Clear Advice Logo White

8181 W. Broward Boulevard, Suite 370
Plantation, FL 33324

Facebook-f Linkedin

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Clear Advice are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors

©2025 Clear Advice Financial LLC, All Rights Reserved

FINRA BrokerCheck

Eric Donner

Eric Donner

CExP™, ChFC®, CAP®, CLU®
President & CEO

With a visionary approach to financial planning, Eric Donner leads Clear Advice Financial as President and CEO. His passion for providing clear, financial advice empowers clients to achieve their financial goals. Eric’s deep knowledge and commitment to excellence is reflected in his extensive credentials, including designations as a Chartered Financial Consultant (ChFC®), Chartered Advisor in Philanthropy (CAP®), Certified Exit Planner (CExP™), and Chartered Life Underwriter (CLU®). These qualifications underscore his dedication to continuous learning and his expertise in comprehensive financial planning.

Prior to founding Clear Advice Financial, Eric built a company to train financial advisors, accountants, and attorneys on advanced retirement and estate planning techniques, equipping them with the knowledge and tools to better serve their clients. This experience has honed his ability to simplify complex financial strategies, making them understandable and actionable for clients.

As an entrepreneur and business owner, Eric is not only guiding his business owner clients on wealth and exit strategies, but is also growing and building his own family business. With an eye on the next generation, Eric cherishes the opportunity to work closely with his son Josh Donner, and build their business together. 

At Clear Advice Financial, Eric’s leadership is characterized by a client-centric philosophy, focusing on proactive strategies that save clients time, money, and stress. His ability to blend instinct with the implementation of advanced planning strategies assures the firm’s clients receive custom advice that aligns with their needs. Under his direction, Clear Advice Financial simplifies the complexities of wealth management, providing clarity and confidence to clients as they navigate their financial journeys.

Personally, Eric is passionate about exercising, playing golf and exploring the American West in his motorhome with his wife. But his number one activity is spending time with his granddaughter—finding balance between work, adventure, and family.

Josh Donner

Joshua Donner, CEPA®

Financial Advisor

Joshua Donner joined the family business in 2022 after establishing a successful career fundraising for the American Israel Public Affairs Committee (AIPAC) a bi-partisan foreign policy political organization where he met regularly with key stakeholders, organized leadership councils, and lobbied Senators and representatives.

With a background in organizational psychology and a proven track record in relationship building, strategic planning and business analytics, Josh oversees day-to-day operations and works directly with clients to facilitate the many facets of the financial planning process.

In 2019, Josh co-founded Six Months and a Day®, a proprietary audit-trail management platform that simplifies the domicile change process for high-net-worth families seeking to relocate from high-income tax states to no-income tax states.

Josh lives in Weston, Florida and attended the University of Colorado at Boulder.

Marc Bernacchi

Marc Bernacchi

Client Service Advisor

Marc Bernacchi is a Client Service Advisor at Clear Advice Financial, where he utilizes his extensive background in investment services and client relationship management to help deliver proactive financial solutions. With experience at financial firms such as Cetera Financial Group, Santander Investment Services, and JP Morgan Chase, Marc has a proven track record of supporting advisors to high-net-worth individuals with advanced financial planning needs.

Marc holds multiple industry licenses, including FINRA Series 7, 65, and 63.

Beyond his corporate experience, Marc brings an entrepreneurial mindset, having built and managed his own businesses. Marc is deeply passionate about overall well-being, recognizing that true success extends beyond finances. He integrates this holistic mindset while servicing clients, considering the intersection of financial security, personal fulfillment, and longevity.

Robin Donner

Robin Donner

Behavioral Coach, Certified Emergenetics Administrator

Robin Donner is a trusted consultant specializing in behavioral coaching and leadership development through the Emergenetics® Profile. As a certified administrator, Robin facilitates workshops for families, business owners, and executive teams, helping them navigate inter-family dynamics, succession planning, and post-transaction transitions with clarity and collaboration.

Robin works with clients to enhance communication, strengthen decision-making, and align leadership teams by identifying thinking and behavioral preferences. Her expertise is particularly valuable in:

  • Family Wealth Transitions – Helping multigenerational families communicate effectively and avoid common conflicts.
  • Executive & Key Employee Alignment – Ensuring management teams work cohesively before, during, and after a business transition.
  • Leadership Development – Preparing successors with the skills and self-awareness needed to lead with confidence.

By integrating behavioral science into financial and business planning, Robin and team helps ensure that transitions—whether personal or professional—are smooth, strategic, and successful.

Robin lives in Florida with her husband Eric and emjoys playing card games, drama and plays and spending time with her family. 

Chauncey

Chauncey Bennett

Business Advisory Associate

Chauncey Bennett supports strategic business planning, operations, and technology integration at Clear Advice. With a background in financial services, insurance, and investment operations, he plays a key role in optimizing internal systems and driving process improvements across the firm.

Chauncey holds a degree in Finance from Florida Atlantic University and the FINRA Securities Industry Essentials (SIE) certification. He brings a passion for problem-solving, a sharp operational mindset, and a commitment to helping both clients and team members achieve practical, results-driven outcomes.

Chauncey is a vociferous reader and researcher and is excited about integrating his passion for technology and finance as part of the Clear Advice team.

Aaron Gilman

Aaron Gilman

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Aaron Gilman is an employee of Independent Financial Partners and not affiliated with Clear Advice Financial.

Pete Nunley

Pete Nunley

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and SEI. Pete serves on IFP’s Investment Advisory Committee.

Pete Nunley is an employee of Independent Financial Partners and not affiliated with Clear Advice Financial.

Jake Muehlschlegel

Jake Muehlschlegel

Alternative Investments Analyst, IFP

Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake also serves as an extension of IFP’s wealth management teams to provide insight on manager selection and customized alternative strategies. Lastly, Jake assists IFP’s wealth management teams in completing complex tax strategies such as securitized 1031 exchanges and Qualified Opportunity Zone investments.

Jake Muehlschlegel is an employee of Independent Financial Partners and not affiliated with Clear Advice Financial.

Derek Wilkes

Derek Wilkes

Chief Compliance Officer, IFP

Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP’s Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.

Derek Wilkes is an employee of Independent Financial Partners and not affiliated with Clear Advice Financial.