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


This Office

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