Independent Financial Planning
Independent Financial Planning (CRD# 173917) is a financial advisory firm headquartered in Reston, VA. They manage $6,398,862 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$95,505
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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.