Dan Goldie Financial Services is an independent financial advsiory and financial planning firm helping high net worth individuals and families manage their wealth and make smart financial decisions.

As a fully independent financial advisor, we are not restricted to any investment product or service, and we work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal and ethical fiduciary obligation to act in each client's best interests.

We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.