Daniel Colston (CFP®)

Additional Information

Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. He successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2019 and satisfied the 2 year experience requirement a month later. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary advisor, he puts your interests first in all financial recommendations. He wrote The Money Success Guidebook: A Step-by-Step Game Plan to Master Your Money and blogs regularly with the latest financial advice and trends to help you stay on track with your financial goals and well-being.

As a Kingdom Advisors member and annual conference attendee, Daniel also specializes in helping you invest according to your values relating to the environmental, social, governance, and ethics of the companies you invest in. This could mean ESG investing, biblically responsible investing, socially responsible investing, or targeting or screening specific companies, industries, or sectors.

NAPFA Start Date

July 18, 2022

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This Office

5301 Williamson Rd. Roanoke, VA 24012 Phone: (540) 580-2501