Daniel P. Mahoney, CFP^®

President

True Square Financial LLC

2221 Peachtree Rd NE Suite D-221
Atlanta, GA 30309

FINANCIAL ADVISOR'S WEBSITE

www.truesquarefinancial.com

(404) 975-2720 CONNECT WITH Daniel

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Instead of asset-based fees, we charge a flat monthly fee based on our scope of work we do. This means your costs do not increase just because your wealth does. Learn more about our fees.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

My Blog - True Square Financial

About Me - True Square Financial

NAPFA - Dan Mahoney Advisor Profile

CFP Board - Dan Mahoney Advisor Profile

True Square Financial Profile - Credio

General

Daniel Mahoney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at True Square Financial LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

At True Square Financial, we believe the future of financial planning and investing lies at the intersection of the latest digital tools and individualized attention from real experts. Our flexible business model allows us to offer more customized advice than larger firms can deliver at a fraction of the cost. And our digital tools are free! True Square Financial is an independent, fee-only financial advice firm. We serve individuals and families who need custom-built financial advice.

Financial Advisor Experience

After more than 15 years in the financial services industry, I know that fee-only 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 highly customized financial advice to a larger number of families at a reasonable cost.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Corporate Finance, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Instead of asset-based fees, we charge a flat monthly fee based on our scope of work we do. This means your costs do not increase just because your wealth does. Learn more about our fees.