Dan Mahoney, CFP® True Square Financial LLC

Contact this advisor

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.

Contact this advisor

Recently Published

Why you should appeal your Atlanta property taxes this year (and how to do it)

June 9, 2017

Atlanta homeowners are facing record increases in their property tax assessments. If you are an Atlanta homeowner, you have the right to appeal the county's assessment. Here's how.

The post Why you should appeal your Atlanta property taxes this year (and how to do it) appeared first on True Square Financial - Fee-Only Financial Advisor in Atlanta, Georgia.

Read the full post →

Your biggest expense

May 1, 2017

Do you know your family's single biggest expense? Chances are, it's not your mortgage or your car payment.

The post Your biggest expense appeared first on True Square Financial - Fee-Only Financial Advisor in Atlanta, Georgia.

Read the full post →

The seven-figure asset you’re probably ignoring

April 24, 2017

Do you have a high-risk, high-reward career? If you do, model portfolios marketed by fund companies may not be right for you.

The post The seven-figure asset you’re probably ignoring appeared first on True Square Financial - Fee-Only Financial Advisor in Atlanta, Georgia.

Read the full post →

Visit the blog →

Ideal Clients

  • Entrepreneurs
  • Financial Professionals
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly: $1,000 up front and $250 per month (Comprehensive Financial Planning)
  • Flat Fee: $500 (Limited Financial Planning)

 

SEC Records

States Registered

  • Georgia

Loading...