Dan Mahoney, CFP® True Square Financial LLC
- 1040 West Marietta St NW, Atlanta, Georgia 30318
- (404) 975-2720
About Dan Mahoney, CFP®
After more than 15 years in the financial services industry, I know that high-quality, individualized financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this level of service 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.
We are fortunate to live at a time where software has reduced the cost of implementing simple investment strategies to almost zero. By automating activities that can be automated, technology lets me focus my efforts on activities that cannot be automated, like complex tax planning, risk assessment, and evaluating employer sponsored plans. Most importantly, I can take time to listen to you and understand the nuances in your goals, needs, and challenges that don’t lend themselves to multiple choice drop-down menus.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I am also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. When I’m not wrangling children or nerding out on personal finance and investments, I can be found playing squash, smoking meat on the Big Green Egg, or doing something outdoors. 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.
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- Family Business
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Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Monthly: $1,000 up front and $350 per month (Comprehensive Financial Planning)
- Flat Fee: $500 (Limited Financial Planning)