Independent Financial Advisor in Alpharetta, GA
Fiduciary, fee-only guidance from Marc Daner, CFP®, ChFC®. Over 30 years helping Alpharetta-area families with retirement, wealth management, financial planning, and investment planning.
8 Tax Reduction Strategies For High-Income Earners
You've built real wealth.
Your financial plan should feel just as solid.
Are your investments, taxes, and retirement plan actually working together?
Is your advisor working for you, or selling you?
High-income earners in Alpharetta face more than one financial question at a time: how to manage equity compensation, keep more of what you earn, invest with intention, and build toward retirement without leaving money, or peace of mind, on the table.
As a fiduciary, fee-only financial advisor, Marc Daner has no products to sell and no commissions to chase. Just independent guidance built entirely around your goals.
A CFP® professional and Chartered Financial Consultant (ChFC®), Marc has spent over 30 years helping Alpharetta-area families bring clarity to complicated finances, from investments and tax strategy to retirement and the legacy they want to leave.
A plan for everything you're working toward
We help coordinate your investments, tax strategy, and long-term goals so every part of your financial life moves in the same direction, not just toward the day you retire, but toward everything you're building now.
Retirement Planning
A retirement plan built around your specific goals, timeline, and the income you'll need to support the life you want.
Wealth Management
Ongoing, hands-on management of your investments and financial life as your goals and circumstances evolve.
Financial Planning
Comprehensive planning that connects your income, taxes, and long-term goals into one coordinated strategy.
Investment Services
Independent, fee-only investment guidance built around your risk tolerance, timeline, and priorities.
A Plan for Your Life.
"People don't come to me because they want another account to manage. They come because they want someone in their corner who actually understands what they're working toward, whether that's retirement, their kids' future, or something they haven't said out loud yet."
— Marc Daner, CFP®
Who is Daner Wealth Management?
For over 30 years, Marc has helped Alpharetta-area families and professionals build clear, coordinated financial plans. .
Alongside him, Vice President Kellie Borror ensures every client receives exceptional service, fostering long-term relationships built on integrity, trust, and personalized financial guidance.
Why High-Income Earners Trust Us with Their Wealth
• Clarity & Confidence: We simplify complex financial strategies into clear, actionable steps, so you can make confident decisions about your future.
• Tailored Wealth Strategies: From tax-efficient investing to retirement planning and estate protection, we build strategies designed around your unique goals.
• Proactive & Personalized Support: We stay in touch regularly, helping you adapt your plan as your goals evolve and market conditions shift—so your strategy stays aligned with what matters most to you.
• Holistic Financial Guidance: We go beyond investments, helping you optimize cash flow, minimize taxes, and protect your legacy for future generations.
Ready to take control of your financial future?
What working together looks like
We listen first and explain everything in plain language.
We're available when questions come up.
We keep you educated as your needs change.
And we follow through, year after year, keeping your plan aligned as your life changes.
