Hello, I'm Daniel.

I provide comprehensive personal financial planning to simplify and uncomplicate busy lives. Could you go it alone? Yes, you could take the time to research, understand, and make these financial decisions on your own, but that takes precious time away from other endeavors. Wouldn’t you rather spend your time growing your business, raising your family, traveling to your desired locales, and on your favorite hobbies? I’ve spent over 20 years helping busy families plan, structure, invest and draw income so that they can spend time on what inspires them the most.

The testimonials presented are from current clients, written by the clients, and were solicited by Concord Custom Wealth Group for presentation on this document. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance, may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of IA Firm by any of its clients.

Read Daniel’s Blog

Don’t Watch the Markets Too Closely

One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”

What he’s suggesting is that stock prices can sometimes swing wildly from day to da... read more

Is the Bear Market Over?

“Is the bear market over?”

That’s a question I’ve been asked a number of times in recent weeks. And my answer is the same, “Let’s give it a little time.&#... read more

Retirement Seen Through Your Eyes

How do you picture your future?

Some see retirement as a time to start a new career. Others see it as a time to travel. Still, others plan to spend more time with family and... read more

5 Smart Investing Principles

There is no shortage of self-help material available for people looking to boost their investing knowledge. Between television programs, magazines, and other information sources, you can read about... read more

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