True Square Financial LLC
I founded True Square Financial in 2017. 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.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I am also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. 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 a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. We live in Atlanta, Georgia.
I advise my clients across all areas of their financial lives:
- Tax minimization
- Real estate
- Insurance and annuities
- Education planning and funding (college and private school)
- Student loans
- Retirement planning
- Estate planning and trusts
- Credit bureaus and credit scoring models
- Banking and credit cards
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 Asssociation (FPA).
Dan Mahoney's fiduciary obligation is governed by:
Welcome to True Square Financial, an independent, fee-only financial advice firm based in Atlanta, Georgia.
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! Click here to get started.
At True Square Financial, we serve individuals and families who need custom-built financial advice. We know that there is plenty of good advice and information available for free on the internet. We also know that technology has reduced the cost of implementing simple investment strategies to almost zero. Still, we believe there are many reasons a family might need individualized help from an expert. If any of these situations apply to you, True Square may be a good fit:
- Your career is unpredictable, risky, or correlated with market performance (e.g., financial services, technology, real estate);
- You are compensated with restricted stock, stock options, profit sharing, or other kinds of “golden handcuffs”;
- You care about taxes and want to reduce your current and future tax liability;
- You own assets other than plain vanilla stocks, bonds, mutual funds, and ETFs;
- You have goals for yourself or your family that are more nuanced than simply retiring at age 65; or
- You are concerned that you will not be able to afford your children’s college but also will not be able to qualify for financial aid.
Please contact us if you would like to learn more about True Square Financial!
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Dan Mahoney is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Dan Mahoney is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Dan Mahoney is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Dan Mahoney is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Dan Mahoney
- No addresses added yet!