Dan Mahoney
- CFP®
True Square Financial
Atlanta, GA
Contact Dan
Dan can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Dan specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- Attorney at Law
- College Professor
- Strategy Consultants
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
Pricing
As a fee-only, fiduciary financial advisory firm, our revenue consists entirely of the fees our clients pay us. We do not earn commissions or any other payments based on the strategies and products we recommend. We are committed to total cost transparency and we always agree on fees in advance of providing services. Most clients will pay our standard rate of $500 per month; however, we are able to adjust our fees up or down based on the complexity of a client’s situation. We do not require clients to commit to any minimum time period, though we seek to deliver enough value that clients will choose to work with us on a long-term basis.
Standard Rate: $500 per month OngoingOur standard rate of $500 per month includes comprehensive financial planning and investment management services. In comparing our flat fee to other firms’ asset-based fees, it is important to note that our investment strategies often significantly reduce the management fees for the underlying investments, resulting in a lower total cost to the client.
Limited Financial Planning: $500 one-time feeWe offer a one-time, 90-minute consultation for a a flat fee of $500. Clients may use this consultation to discuss any financial or investment topic or to obtain a second opinion on an existing financial plan.
About
I founded True Square Financial in 2017. After more than 15 years in the financial services industry, I know that custom-tailored financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this kind of high quality, individualized advice 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 comprehensive, customized financial advice to a larger number of families at a reasonable cost.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I am also the proud father of triplets (two girls and a boy) who are currently in elementary school. 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 an engineer and Senior Advisor at FEMA, where she helps communities across the United States mitigate risks from natural disasters. We live in Atlanta, Georgia.
I advise my clients across all areas of their financial lives:
- Investments
- Tax planning
- Real estate
- Mortgages
- Insurance and annuities
- Education planning and funding (college and private school)
- Student loans
- Retirement planning
- Estate planning and trusts
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. I am a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).