How a Certified Financial Planner Helps Executives In Pursuing Wealth Goals

Alpharetta, GA - Alpharetta’s Daner Wealth Management underscores the critical role a Certified Financial Planner™ (CFP®) plays in pursuing long-term financial objectives. As executives and high‑income professionals face increasingly complex financial situations, such as equity compensation, deferred compensation, multiple retirement accounts, estate obligations, and tax planning, a CFP® professional at an SEC-registered investment adviser delivers comprehensive financial planning services and develops legacy planning strategies tailored to individual needs.

What Makes a Certified Financial Planner Special for Long‑Term Security

Daner Wealth Management emphasizes that personal financial planning done by a qualified CFP® differs significantly from general financial advice. A certified financial planner must satisfy rigorous education, pass a comprehensive exam, meet experience thresholds, and adhere to ongoing ethics and continuing education requirements. For those seeking a financial advisor, these credentials matter because CFP® professionals are held by the CFP Board to a fiduciary standard when providing financial advice, and RIAs owe a fiduciary duty to advisory clients.

How Daner Wealth Management Structures Its Financial Planning Services

Daner Wealth Management offers a suite of financial planning services designed for executives in Alpharetta, GA, and surrounding areas. Key components include:

• Comprehensive Financial Assessment: Evaluating income streams (including stock options or restricted stock), current assets, retirement accounts (401(k), IRAs), liabilities, insurance, and long‑term goals.

• Strategic Goal Setting and Prioritization: Defining short‑ and long‑term goals such as retirement lifestyle, estate planning, and legacy goals. Decisions about tax strategy, investment time horizon, and risk tolerance are all aligned to these priority goals.

• Investment and Portfolio Strategies: Building diversified portfolios with careful asset allocation, cost awareness, and risk management. For executives with concentrated equity or deferred compensation, special strategies are used to address concentration and manage risk.

• Tax‑Efficient Planning and Retirement Income: Using account types appropriately, planning for income tax impacts, evaluating retirement account withdrawal sequencing, Social Security claiming options, and preparing for healthcare or inflation risks.

• Estate and Legacy Planning: Coordinate with your estate attorney to help align your accounts and beneficiaries with your wishes, which may help reduce probate exposure depending on your situation. (Not legal advice.)

Why Working with a CFP® in Alpharetta Matters

For professionals in Alpharetta and nearby cities (Johns Creek, Roswell, Milton, etc.), proximity to a trusted financial planner for retirees or one focused on complex executive compensation means more than convenience. This provides familiarity with local considerations (e.g., cost of living) and coordination with your tax/legal advisors on Georgia-specific matters. Daner Wealth Management, as a fee‑only Registered Investment Advisor, provides transparency in fees (typically an asset under management fee), and they do not receive commissions from investment products.

Building Trust

When people search for a financial advisor near them, they are often looking for someone who can offer more than generic advice. Daner Wealth Management positions itself to deliver:

• Evidence of credentials (CFP® / ChFC®, etc.) and long experience in serving executives with equity compensation, stock options, deferred compensation, etc.

• A fiduciary standard when providing advisory services: advice in the client’s best interest.

• A clearly described fee structure, to avoid conflicts of interest.

• Local presence: Being an Alpharetta‑based advisor supports coordination with your tax and legal professionals on state-specific matters.

How to Engage a Certified Financial Planner at Daner Wealth Management

Executives or high‑income professionals who want to move beyond basic investment advice to a fully integrated, long‑term financial plan should consider contacting Daner Wealth Management. As a financial planner near Alpharetta, GA, they offer personalized consultations to assess your goals, clarify your risk tolerance, and draft strategies for retirement, tax-aware planning, and legacy planning. To learn more or schedule a consultation, reach out via phone at (770) 368‑6033 or email at marc@danerwealth.com.

Daner Wealth Management, LLC is a fee‑only, independent Registered Investment Advisor based in Alpharetta, Georgia. For over 30 years, Marc S. Daner, CFP®, ChFC®, together with his team, has delivered personalized financial planning services, wealth management, retirement income strategies, and legacy gifts for executives and high‑income professionals. The firm integrates investment, tax, and estate planning into cohesive, client‑centric solutions intended to support long-term objectives and wealth-preservation planning.

____________________________________________________________________________

Recommended disclosures to append

• Investing involves risk, including possible loss of principal. No strategy can assure success or protect against loss.

• Daner Wealth Management does not provide tax or legal advice. Tax laws and regulations are subject to change. Consult a qualified tax or legal professional regarding your specific circumstances.

• Daner Wealth Management is an SEC-registered investment adviser. We act in a fiduciary capacity when providing advisory services.

• Fees/ADV: “Advisory fees are generally asset-based; additional costs (e.g., fund expenses, custodial fees) may apply. See our Form ADV Part 2A for details.
  
  

Contact Information:

Daner Wealth Management

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

Marc Daner
https://www.danerwealth.com/