Daner Wealth Management, LLC
Daner Wealth Management, LLC is a boutique registered investment adviser based in Alpharetta, Georgia, founded by Marc Daner. The firm specializes in holistic, client-focused wealth management and retirement planning primarily for high-net-worth individuals, offering comprehensive services such as tax minimization strategies, cash flow optimization, and estate planning. With over 30 years of experience, Daner Wealth Management is staffed by a small team of investment professionals and is dedicated to providing proactive, tailored financial strategies and maintaining long-term client relationships built on trust and integrity.
Investment Strategy
Daner Wealth Management provides personalized financial planning and portfolio management services, focusing on tax-efficient investing, retirement income strategies, and estate protection for individuals, especially high-income earners. Their approach emphasizes holistic financial guidance, active communication, and ongoing plan adaptation as client goals and market conditions change. The firm prioritizes client education, transparency, and fiduciary responsibility, offering individualized investment portfolios and financial strategies aligned with each client's unique objectives and risk tolerance.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 11.64% | $17.9M | 463,379 | $35.84 | $38.57 | +$487.4K |
O OMFL | INVESCO EXCH TRD SLF IDX FD | 9.55% | $14.7M | 243,899 | $57.78 | $60.26 | +$221.0K |
V VV | VANGUARD INDEX FDS | 8.72% | $13.4M | 43,756 | $285.45 | $307.86 | +$527.6K |
D DFCF | DIMENSIONAL ETF TRUST | 7.94% | $12.2M | 283,240 | $42.26 | $42.76 | +$332.5K |
V VO | VANGUARD INDEX FDS | 6.34% | $9.8M | 33,799 | $279.95 | $293.74 | +$197.6K |