Daniel Morgan founded Independent Financial Planning, LLC in January, 2015. He specializes in identifying solutions to address the unique goals and challenges facing investors. He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning.
Prior to opening his own firm, Daniel was a financial advisor and financial planner with Reston Wealth Management. He began his career in financial management with Smith Barney as a part of the Commonwealth Group where he specialized in portfolio design and implementation.
Daniel received his degree from the University of Virginia in 2004, and in 2014, earned the CERTIFIED FINANCIAL PLANNER™ designation. A CERTIFIED FINANCIAL PLANNER™ professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a fiduciary standard.
Daniel also sits on the board of Embrace Loudoun, a 501c3 non-profit organization that focuses on community development in Loudoun County, Virginia and the surrounds by creating caring connections that change the lives of under-resourced people in the community.
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Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Planning, LLC | Sterling, VA | Oct 2014 - Current | 9 |
| Lpl Financial, LLC | Reston, VA | Dec 2010 - Dec 2014 | 4 |
| Reston Wealth Management | Reston, VA | Dec 2010 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
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Total Assets Under Management29MILLIONS
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Total Number of Accounts348ACCOUNTS
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Average Account Value$84,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
VA
Independent Financial Planning, LLC is a Virginia registered investment advisor.
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