Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Daniel G
Series 63, Series 65
Memphis, TN
Servant Wealth Management LLC
Daniel Groben is a financial advisor at Servant Wealth Management LLC in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Servant Wealth Management since 2014, as well as providing consultancy services through his own firm, Servant Advisors Group, which offers advisory on investment and insurance products to small business owners. Servant Wealth Management delivers written financial planning and portfolio management services to individuals, pension and profit-sharing plans, and small businesses, managing approximately $48 million across nearly 280 client accounts. The firm employs an asset-allocation approach tailored to client goals, utilizing third-party managers and digital platforms, and distinguishes itself by sponsoring a wrap fee program and extending insurance product recommendations through its advisory representatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters