Learn About Daniel Montgomery
Professional Background
Dan Montgomery started his career at Plante Moran Financial Advisors as a Financial Advisor. During this time, he worked to support several senior advisors in monitoring client portfolios as well as both assisting and participating in client financial review meetings. While there, he gained valuable experience in portfolio construction, estate planning, and practice development.
Dan earned his Bachelor of Science in Business Administration from the University of Dayton, holds a Series 65 license, Accredited Asset Management SpecialistSM certification, Accredited Wealth Management AdvisorSM certification, and is currently working toward earning his CERTIFIED FINANCIAL PLANNER® designation.
Personal Pursuits
Dan enjoys spending his time outdoors as much as possible, whether it is hiking, biking, camping, skiing, or going for runs. He grew up in the Midwest where he loved playing card games with his whole family. Recently he moved to Boston with his girlfriend where they love trying new places to eat, and exploring all of what New England has to offer.
Community Impact
Growing up, Dan was heavily involved with youth ministry through his church. With his parish every summer he would go on mission trips through a program called Young Neighbors in Action where they would travel to less fortunate communities across the US in order to give back.
In college, Dan volunteered with a group called Flyers for Financial Literacy where he helped educate K-12 students in the Dayton area how to use basic financial skills like budgeting, investing, and managing debt to help achieve financial stability.
In the News
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.