Daniel Mahoney (CFP®, MBA)

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

  • Alternative or Private Investments
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

After more than 15 years in the financial services industry, I know that fee-only financial advice, delivered by an expert, can meaningfully improve most families’ lives.  Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families.  I built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.

I advise my clients across all areas of their financial lives:

  • Investments
  • Tax minimization
  • Real estate
  • Mortgages
  • Insurance and annuities
  • Education planning and funding (college and private school)
  • Student loans
  • Retirement planning
  • Estate planning and trusts
  • Credit bureaus and credit scoring models
  • Banking and credit cards

 

Additional Information

I am the proud father of triplets (two girls and a boy) who started kindergarten in 2016.  My wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding.  I earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia.

NAPFA Start Date

May 04, 2017

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This Office

2221 Peachtree Rd NE Ste D-221 Atlanta, GA 30309-1148 Phone: (404) 975-2720