A complete list of active advisors currently associated with Daner Wealth Management, LLC

Warmer can help you find a great advisor at Daner Wealth Management, LLC or one who fits your needs even better.

Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth individuals through managed accounts, available on both a discretionary and non-discretionary basis. The firm tailors advice to client objectives and risk tolerances, offers written investment strategies and financial planning consulting, and explicitly includes the ability to write covered options as part of its advisory services. The firm describes a flexible investment approach that may incorporate asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies, with ongoing suitability reviews and quarterly account oversight. DWM acts as sponsor for wrap fee programs (clients in such programs receive a separate Wrap Fee Brochure), and uses institutional custody and execution relationships through Trade-PMR/First Clearing while permitting directed brokerage by clients. Noteworthy distinctions include a relatively large asset base for a two-advisor firm and explicit disclosures that representatives are licensed insurance agents (with commissionable business up to the firm’s disclosed time limit) and that certain service providers employ artificial intelligence and machine learning, with attendant due diligence procedures. The brochure also documents one-time financial plan delivery and the firm’s option to provide further client education and workshops, in addition to standard advisory reporting and review practices.

To learn more about the advisors currently working at Daner Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.