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True Square Financial LLC

True Square Financial exists to help smart, busy professionals use their time and money to build better lives for themselves and their families.  We believe the future of financial planning lies at the intersection of the latest digital tools and individualized attention from real experts.  Our flexible business model allows us to offer more customized advice than larger firms can deliver at a fraction of the cost.

We love working with do-it-yourselfers and other highly engaged clients who have strong opinions or pre-existing constraints that define how they spend, save, and invest.  We let you decide what you want to self-manage and what you want to delegate.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Daniel Mahoney, CFP®, MBA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1040 West Marietta St NW Atlanta, GA 30318 Phone: (404) 975-2720

Primary Office

1040 West Marietta St NW Atlanta, GA 30318 Phone: (404) 975-2720
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