Daniel H. McElwee,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel H. McElwee, CFP®

Executive Vice President / Wealth Manager

Ventura Wealth Management

820 Township Line Road, Suite 100
Yardley, PA 19067
(609) 671-9100


Daniel McElwee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ventura Wealth Management in Yardley, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Corporate Finance, Employee Benefits, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources