Family Financial Planning: A Roadmap to Long-Term Stability

Secure Your Family’s Future with Comprehensive Financial Planning

Alpharetta, GA–Based in Alpharetta, Georgia, Daner Wealth Management is a fiduciary financial advice organization that provides personalized financial planning services to assist families in managing risk, accumulating long-term wealth, and getting ready for every phase of life. Daner Wealth Management provides personalized financial planning services designed to align with each client’s goals and circumstances.

Guiding Families Toward Long-Term Financial Security

As families deal with rising living costs, growing college expenses, and the complexities of multi-generational responsibilities, the need for professional financial planning has never been greater. Daner Wealth Management offers a full range of financial planning services that integrate budgeting, investment strategies, retirement planning, risk management, and legacy goals into one coordinated strategy. 

Led by Marc S. Daner, a certified financial planner with over 30 years of experience, the firm’s mission is to provide structured financial planning to help families make informed financial decisions. They work with families to clarify their current financial situation and develop a strategy designed to pursue their financial goals, whether that's saving for college, planning for retirement, or building generational wealth.

Customized Financial Planning Services Built Around Family Goals

Daner Wealth Management emphasizes that financial planning should be a continuous, proactive process, not a one-time event. Their process begins with a deep comprehension of a family’s income, expenses, and savings goals. The firm then creates a roadmap tailored to current priorities and future milestones. This includes:

Budgeting and Cash Flow Management – Helping families monitor income and expenses to align spending with values and goals.
Risk Management – Reviewing and improving insurance coverage to safeguard against unexpected life events.
Retirement Planning – Guiding both working families and retirees through 401(k), IRA, and Roth account strategies.
Education Planning – Navigating 529 plans and other tools to fund college while balancing other financial needs.
Investment Strategy – Building diversified portfolios aligned with risk tolerance, goals, and timelines.
Estate Planning and Legacy Building – Helping clients develop wealth transfer plans intended to be tax-efficient and reflective of family values. They work with your CPA and attorney for this. 

A Financial Advisor Near You With Local Expertise

Families looking for a financial advisor near them in Alpharetta will find value in Daner Wealth Management’s deep knowledge of Georgia-specific tax considerations, education funding options, and regional cost-of-living dynamics. The firm serves residents across Alpharetta, North Fulton County, and surrounding communities. 

Being local allows Daner Wealth Management to give relevant, real-time guidance that truly reflects the financial environment in which families in Alpharetta live and work.

A Fiduciary Financial Planner for Retirees and Families Alike

As a fiduciary financial advisor, Daner Wealth Management is legally and ethically bound to act in the best interest of its clients, free of commissions and outside incentives. This fiduciary standard makes sure that recommendations are guided by the client’s needs and long-term financial goals, in accordance with the fiduciary duty.

The firm is an experienced financial planner for retirees, helping them align their savings, income sources, and withdrawal strategies with their retirement goals. The firm provides financial planning services tailored to a client’s stage of life, with strategies that evolve as client needs and market conditions change.

Personalized Service from a Financial Advisory Firm

With just two team members—Marc Daner, CFP®, ChFC®, and Kellie Borror, Registered Client Services Associate—Daner Wealth Management maintains a structure that fosters direct, one-on-one relationships. This small-team approach supports personalized client relationships, which may differ from the experience at larger firms.

Daner Wealth Management provides individualized attention to each client’s financial planning needs. They take the time to understand each family's unique circumstances and help them plan for the financial challenges and opportunities life brings.

Why Families Choose Daner Wealth Management for Personal Financial Planning

Whether you’re newly married, raising children, or preparing for retirement, now is the time to create a solid financial plan. Families searching for a reliable financial advisor in Alpharetta, GA, can contact Daner Wealth Management at (770) 368-6033 or marc@danerwealth.com for fiduciary financial planning services and responsive client support. 

Daner Wealth Management encourages families at every stage of life to begin the personal financial planning process. With flexible plans that adapt to evolving needs and market changes, the firm works with Alpharetta families to develop adaptable strategies aligned with their long-term financial objectives.

About Daner Wealth Management

Daner Wealth Management is a fiduciary financial advisory firm based in Alpharetta, GA, specializing in a range of financial planning services for families, professionals, and retirees. Founded by Marc Daner, a CFP®, ChFC® certified financial planner with three decades of experience, the firm offers personalized strategies to help clients build wealth, manage risk, and protect their legacy. From retirement and education planning to tax and estate strategies, Daner Wealth Management offers planning tools and guidance designed to inform decision-making across different life stages.

Contact Information:

Daner Wealth Management

11475 Great Oaks Way Suite 340
Alpharetta, GA 30022
United States

Marc Daner