Financial Advisor in Johns Creek, GA
Take Control of Your Financial Future Today
Led by Marc Daner, a fiduciary advisor with over 30 years of experience, our independent firm puts your best interests first. We focus on optimizing cash flow, minimizing taxes, and securing your legacy, helping to empower you to make confident decisions aligned with your ambitious lifestyle.
If you have a high-net-worth you need more than basic investing guidance. Your financial decisions should tackle tax burdens, protect estates, and adapt to life’s milestones. With decades of experience serving Alpharetta and Johns Creek, we understand Georgia’s tax environment and growth sectors.This local insight helps us craft tax-efficient plans that safeguard your wealth while fitting your busy schedule. As an independent advisor, we integrate financial planning, retirement planning, and wealth management into a seamless, client-first process, reducing risks and enhancing transparency.
Financial Planning
Build a solid financial foundation with our comprehensive planning expertise.
Retirement Planning
Achieve a worry-free retirement and live the life you want with sound retirement planning solutions.
Wealth Management
Maximize your financial growth and secure your future with our expert wealth-building strategies.
We start by understanding your goals—whether growing wealth, reducing taxes, or securing a legacy—tailoring our approach to your executive lifestyle in Johns Creek.
We design a customized strategy, integrating tax-efficient investments, retirement solutions, and wealth management to align with your unique needs.
We continuously monitor and adjust your plan, adapting to market shifts, tax changes, and life milestones to keep your wealth strategy strong.
Why Clients in Johns Creek Choose Daner Wealth as Their Trusted Financial Planner
As a fiduciary advisor we are legally bound to act in your best interest.
Keeps your plan on track amid change.
Tailored to minimize taxes and protect your legacy.
Deep understanding of Johns Creek’s affluent economy and tax landscape.
Clear guidance to empower your decisions.
Over 30 years of client trust and results.
If your are from the Johns Creek area, I’m truly excited to meet you and learn about the future you’re building! I understand the pressures you face balancing a demanding career with the desire to protect your wealth and legacy. Together, we can achieve peace of mind, a secure retirement, and a lasting impact that reflects your success—let’s make it happen.
