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.