Daniel P. Mahoney,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel P. Mahoney, CFP®


True Square Financial LLC

2221 Peachtree Rd NE Suite D-221
Atlanta, GA 30309
(404) 975-2720 CONNECT WITH Daniel
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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


Broker-Dealer Affiliation


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


Helpful Financial Planning Resources