Trust is earned.

Wesban utilizes a one on one approach for managing client investments and developing comprehensive financial plans.

Meet Donna

Donna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban’s one on one approach allows her extensive experience to benefit all clients. 
Call Us Today! (205) 995-7778

Investment Management

Wesban offers customized portfolio management and ongoing strategic oversight to better position you to accomplish your goals.

NAPFA Registered Advisor

Trusted history.

Wesban has over 25 years of investment management and financial planning experience. 

Call Wesban Today.

Phone: (205) 995-7778    Toll Free: (866) 987-9484  E-Mail: donna@wesban.com
Tips From Donna Wesban Monthly November 2017
November 16th, 2017
Tips From Donna Wesban Monthly November 2017 What You Can Do with a Will A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some limits, however, on how you...
Tips From Donna Wesban Monthly October 2017
October 5th, 2017
COMPANY STOCK AND YOUR PORTFOLIO: KEEP YOUR EYE ON CONCENTRATION RISK The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer's stock could become a problem if the company or sector hits hard times and the stock price plummets. Buyi...
Tips From Donna Wesban Monthly September 2017
September 7th, 2017
MEDICARE AND YOUR EMPLOYER HEALTH PLAN If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for both types of coverage, you'll need to consider the benefits and costs, and navigate an array of rules. How does Medicare work with your group health plan? You can generally wait to enroll in ...
Tips From Donna Wesban Monthly August 2017
September 6th, 2017
WORKING IN RETIREMENT: WHAT YOU NEED TO KNOW Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Why work during retirement? Obviously, if you work during retirement, you'll be earning money and relying less on ...
Tips From Donna Wesban Monthly July 2017
September 6th, 2017
Rising Interest Rates, Future of the Federal Estate Tax, The Health-Wealth Connection DON'T LET RISING INTEREST RATES CATCH YOU BY SURPRISE You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other...