Our Financial Planning Services In Alpharetta, GA

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Why work with a Registered Investment Advisor and Retirement Planner?

Why work with our Certified Wealth Manager and Retirement Planner?

Straightforward

Taking the time to listen to your questions and explain our recommendations, using straightforward language

Planning

Educating you on your options as your planning needs evolve so you can always make the best decisions for you and your family

Trusted insights

Being available when you need us to discuss financial issues and opportunities and provide trusted insights and advice

Enjoy your retirement

Following through over the long haul to help you meet your goals and enjoy the kind of retirement you envision

In putting together your retirement plan, our financial advisor will offer a coordinated range of services to address your needs including:

Integrated wealth planning

Investment management

Retirement planning

Liability management

Wealth transfer planning

Estate planning strategies

Tax planning strategies

Charitable gifting

Education funding strategies

We charge an all-inclusive percentage of assets under management, ranging from 0.75%-1.25% per year. We do not take any compensation from investment products and have taken a fiduciary oath to keep your interests first

While we work with clients from a variety of backgrounds, many of our clients come from corporate America and their 401(k) and equity compensation such as Restricted Stock Units are their largest investment assets.

Given our holistic approach to wealth management, and the need to monitor the risk you are taking with all your investments, we ask our clients to place most or all of their portfolio with us.

Financial Security
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Daner Wealth Management, LLC

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Advisory services are offered by Daner Wealth Management, LLC an SEC Registered Investment Advisor only after an Investment Advisory Agreement has been accepted.