Dan VanDusen, CFP®, MBA Objective Wealth, LLC

About Dan VanDusen, CFP®, MBA

Throughout my career, I quickly became the “go-to” resource for colleagues, family, and friends needing financial advice and guidance. Through my desire to educate, bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a tax-focused comprehensive approach, objective insight, and level of service that will guide you to identify and help achieve your goals.

I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State where I received my bachelor’s degree. Prior to financial planning, I spent many years in the education services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is an essential part of my values.

In my free time, you can find me hiking, camping, cooking, and scuba diving. Gina and I enjoy traveling and spending time with our dog, Murphy.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Business Owners
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $600+/qtr
  • Flat Fee: $2400+/engagement
  • Assets Under Management: 0.30%

SEC Records

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