Because you’ve been so successful in your career, you know how much work goes into making money. You also know how hard your money should be working to make you more — so you can live a full and rewarding life now and long into the future. That’s what led me to found Daner Wealth Management after decades at firms like Wells Fargo, Smith Barney, and Merrill Lynch. I realized that people wanted a more personal and direct relationship with their financial advisor. And that they were truly going to thrive when they knew the person helping them build and grow their wealth was someone from their own community they could trust. After all, there’s nothing like homegrown experience.
Marc Daner
Founder & President-CERTIFIED FINANCAL PLANNER™
Daner Wealth Management
United States, Georgia, Alpharetta
About Me
Profile Information
Founder & President-CERTIFIED FINANCAL PLANNER™
Daner Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Alpharetta
Georgia
United States
Aug 25, 2025
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