Daniel Bishop (CDAA™, CEPA, CFP®)

Daniel Bishop focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

College/Education Planning

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

Integrative Financial Life Coordination for Successful Families and Business Owners. Using the Master Alignment Plan methodology we integrate all sides of your financial life into one aligned and unified plan: Private Wealth, Business Value, Family, Legacy, education Cradle thru Career College, and designing Single Family Offices.

Additional Information

Our motto: Be Brave. Be Useful. Be Kind. We are brave when we tell our clients the truth that they don’t want to hear. We try to be kind when doing this, but sometimes have to say: “You may fire me for telling you this, but you should definitely fire me if I don’t tell you this.” We find the answers, even when we search our network and pay our expert advisors. Clear is kind, and so we are fully transparent about all our fees, biases, and philosophy. Our line in the sand: We only sell Advice. Black Swan Advisors is a Flat Fee, Advice Only firm. We sell no products (including AUM investment management), so that, we can be free to give the most ethical advice- without the industry’s standard corruption (adverse incentives, conflicts of interest, and high expenses)