DALEY FINANCIAL PLANNING LLC
Daley Financial Planning LLC is a highly reputable financial planning firm that has been serving clients for over 20 years. Led by a team of experienced and knowledgeable professionals, the firm provides comprehensive financial planning services to individuals, families, and businesses. With a strong commitment to putting clients first, Daley Financial Planning LLC has established a reputation for excellence in the financial industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s unique needs and goals
- Offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning
- Emphasizes long-term strategies and a disciplined approach to financial planning
- Utilizes the latest technology and resources to stay up-to-date with the constantly changing financial landscape
Facts and Insights
Daley Financial Planning LLC has successfully managed over $500 million in assets for their clients. The firm currently has a team of 10 highly qualified advisors who possess a diverse range of expertise and certifications. In addition, Daley Financial Planning LLC has been recognized as one of the top financial planning firms in the country by various industry publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance analysis
- Educational planning
Client Types
Daley Financial Planning LLC serves a wide range of clients, including individuals, families, and businesses. They work with clients of all ages and from various financial backgrounds, providing them with customized plans to help them achieve their financial goals.
Fees & Compensation
The firm operates on a fee-only model, which means that they do not earn commissions on any products or services they recommend. This allows them to provide unbiased and transparent advice to their clients. The fees charged by Daley Financial Planning LLC are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with their clients.
Background
The founder of Daley Financial Planning LLC, John Daley, is a highly experienced financial planner with over 30 years of experience in the industry. He holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Under his leadership, the firm has grown to become one of the most reputable financial planning firms in the country.
Financial Advisor Disclosures to Know
Daley Financial Planning LLC adheres to all regulatory obligations and discloses any potential conflicts of interest to their clients. They are dedicated to maintaining the highest ethical standards and always act in their clients’ best interests. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).