Dan Hypes (CFP®)

Dan Hypes focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Our ongoing investment management includes quarterly reports and meetings for our clients. This includes access to view the entire portfolio - updated daily and available via secure website.

We analyze our clients financial foundation to identify gaps that exist and help formulate an action plan to close any gaps. In addition, we revisit different areas of the foundation each quarter to ensure that planning gaps are not resurfacing.

We believe in helping our small business owners plan in advance on how to exit their business while preserving their wealth. Our processes will help clients better understand how to create diversification while heading towards retirement.

We are Sudden Money experts that help our life transition clients successfully navigate these anxious times. By providing a safe place, we encourage a proactive timeout that addresses the issues that are critical while delaying the ones that are not. Our relationship driven process will help you understand the complex and help you gain confidence as you transition to your new normal.

Additional Information

Visionary and Co-Founder of LifePlan Financial Group, Mr. Hypes brings over 20 years of experience in the financial services industry to your portfolio. His enthusiasm for discovering and achieving goals is energizing.

Dan is a member of the Financial Planning Association (FPA). He is also Past President of the Dayton Trust & Estate Planning Group. In addition, Dan serves on the local American Cancer Society Board. A native of Dayton, Ohio, he attended Anderson University receiving his BA Degree in 1982. Dan became a CERTIFIED FINANCIAL PLANNER™ certificant in 1989, and he received his General Securities Principal Registration in 1998. Dan is one of only two Ohio-based members of The Sudden Money Institute. The other member is LifePlan's President.

Dan and his wife, Angie, are parents of two sons and a daughter, and reside in Bellbrook, Ohio.

NAPFA Start Date

January 10, 2008

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This Office

10050 Innovation Dr Ste 140 Miamisburg, OH 45342-4932 Phone: (937) 438-8000 Fax: (937) 438-5885