Dan Danford, CFP®

Founder and Chairman of the Board

Who makes up your family? My wife Chris and I enjoy three adult daughters, two sons-in-law, and six grandchildren. When we are together, it’s a bit of a three-ring circus, but with a lovely glow.
What do you enjoy most about your work? I take great pride in what we’ve built. In 1998, it was just me. Now, we have almost 20 employees and help hundreds of families and clients. We provide genuine value and help people succeed.
What expertise do you bring to clients? You know, personal finance has a lot of moving parts. The technical stuff is pretty well known. But I think the best insights come from working with clients and seeing what works best, what is easiest to implement and monitor, and what offers maximum flexibility for changes. Every family – no matter the composition or age – faces changes in the future. The best solutions allow you to strive for goals, but also adjust for changes. It takes experience and continuing education to offer helpful suggestions.
What is your idea of serious freedom? To enjoy life without financial worries. It’s the ability to work, travel, play, and rest when we want without concerns about the costs of shelter, groceries, or health. Freedom from worry about money.

Additional information about Dan is available on the SEC website at www.adviserinfo.sec.gov.


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