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Daniel Montgomery

In by Mission Wealth

Daniel Montgomery, Wealth Advisor Associate

Daniel Montgomery

AAMS™, AWMA™

Senior Wealth Advisor Associate

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"I love working in wealth management because it allows me to forge meaningful relationships with clients and guide them toward achieving their financial goals and dreams. The greatest fulfillment comes from turning financial uncertainty into clarity and confidence, helping clients navigate their financial journey so they can focus on enjoying life’s true moments."

Dan Montgomery is a Senior Wealth Advisor Associate at Mission Wealth, where he supports the team of wealth advisors serving client families in Boston, Massachusetts, and other Northeastern communities. 

"I love working in wealth management because it allows me to forge meaningful relationships with clients and guide them toward achieving their financial goals and dreams. The greatest fulfillment comes from turning financial uncertainty into clarity and confidence, helping clients navigate their financial journey so they can focus on enjoying life’s true moments."

Dan Montgomery is a Senior Wealth Advisor Associate at Mission Wealth, where he supports the team of wealth advisors serving client families in Boston, Massachusetts, and other Northeastern communities. 

Learn About Daniel Montgomery

Professional Background

Dan Montgomery started his career at Plante Moran Financial Advisors as a Financial Advisor. During this time, he supported several senior advisors in monitoring client portfolios and assisted with and participated 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 hiking, biking, camping, skiing, or running. 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 that 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 on basic financial skills such as budgeting, investing, and managing debt to achieve financial stability.

Strategy team at Mission Wealth

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.
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