Danielle Margulis

CFP®

Meyer Capital Group

Financial Planner/Portfolio Manager

Danielle Margulis

CFP®

Meyer Capital Group

Financial Planner/Portfolio Manager

As a fee-only fiduciary financial advisor, you can rest assured that I am always working in your best interest. - Danielle Margulis, CFP®

Danielle Margulis is a Marlton, NJ financial advisor and investment manager. Meyer Capital Group specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Danielle Margulis is a fiduciary financial planner.

Danielle has over a decade of experience in the financial services industry. Formerly with Pennsylvania Capital Management where she streamlined technology solutions and broadened their planning capabilities.   Previously, she worked at Pinnacle Financial Advisors (now RTD Financial Advisors) where she was responsible for developing and updating clients' financial plans, answering their financial planning questions and serving on the firm's investment committee. She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management. She furthered her education with an advanced certification as a Certified Financial Planner from the College for Financial Planning in Denver, Colorado.

 

Danielle Margulis's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • Independent Registered Investment Advisor (RIA)
  • National Association of Personal Financial Advisors (NAPFA)

Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.

Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.

During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.

Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.

"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future."
. . . . Thomas C. Meyer

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Danielle Margulis 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.

  • Independent Registered Investment Advisor (RIA)
    Danielle Margulis is an Independent Registered Investment Advisor (RIA)

    Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.

  • Financial Planning Association
    Danielle Margulis 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Meyer Capital Group 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.

Contact Danielle Margulis

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Office Locations:

  • 5 Greentree Centre
    525 Route 73 North
    Marlton, NJ ​08053

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