Financial
goals
upgrade
freedom
- Digital Asset Investment Manager (DAIM)
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Retirement Income Certified Professional (RICP)
- A Licensed Real Estate Professional (NAR)
740-650-8998
Meet Daniel Todd
I’m a seasoned financial professional with over 14 years of experience helping clients navigate the evolving world of digital assets and retirement planning. As a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Retirement Income Certified Professional (RICP), I specialize in crafting personalized strategies for building and preserving wealth in both traditional and digital asset markets.
Passionate about crypto investments, retirement solutions, and wealth management, I’m here to help individuals achieve financial security and future-proof their portfolios. Let's connect and explore how I can help you achieve your financial goals!
14 Years
of Experiences
Why us?
We're Fiduciaries
As fiduciaries, we are legally and ethically bound to act in your best interest when providing financial advice and managing your investments.
This fiduciary duty goes beyond just recommending financial products, it means that we prioritize your financial well-being above everything else.
Why is working with a fiduciary essential for your financial security?
Being a fiduciary means we are required to:
- Act in Your Best Interest: Every recommendation we make is based on what’s best for your unique financial goals and situation.
- Provide Full Transparency: We disclose any potential conflicts of interest and ensure you understand how we are compensated.
- Avoid Hidden Fees and Commissions: Unlike advisors who earn commissions by selling financial products, our advice is objective and unbiased.
In short, your success is our success — and we’re committed to helping you achieve your goals in the most ethical, transparent, and trustworthy way possible.
Digital Asset Investment Manager (DAIM)
We are expert in managing investments in digital assets, such as cryptocurrencies, tokenized assets, and blockchain-based projects.
We provide strategic advice and portfolio management to help clients safely invest in this emerging asset class, focusing on risk management, diversification, and long-term growth opportunities.
Certified Financial Planner (CFP)
We are highly respected financial professional who has met rigorous education, exam, and ethical standards.
CFPs provide comprehensive financial advice on areas like retirement planning, investments, tax strategies, estate planning, and insurance.
With a fiduciary obligation, a CFP always acts in the best interest of their clients, helping them achieve financial security and long-term goals.
Chartered Financial Analyst (CFA)
We are a globally recognized financial credential awarded to professionals who have demonstrated expertise in investment management, financial analysis, and portfolio strategy.
CFAs specialize in areas like asset valuation, risk management, financial reporting, and ethical investment practices. Known for their deep knowledge of financial markets, CFAs are trusted advisors in managing wealth, investments, and financial portfolios with a focus on data-driven decision-making and ethical standards.
Retirement Income Certified Professional (RICP)
specialized financial advisor focused on helping individuals create sustainable retirement income strategies.
RICPs guide clients through retirement planning, ensuring their savings, investments, pensions, and Social Security benefits are optimized to provide steady income throughout retirement.
They specialize in managing risks like longevity, inflation, and market volatility, helping clients achieve financial security in their later years.
Our Clients
Best services
Daniel provided invaluable guidance on my digital asset investments. His expertise in crypto and retirement planning gave me confidence in building a future-proof portfolio!
Good for everyone!
Working with Daniel has been a game-changer for my retirement strategy. His personalized advice and fiduciary approach ensured my investments aligned perfectly with my goals.
Great services!
I’ve worked with many financial advisors, but Daniel stands out. His deep knowledge of both traditional and digital assets sets him apart. Highly recommend!
Best Advices
As a first-time investor in digital assets, I was nervous. Daniel’s professionalism and insights gave me peace of mind and helped me grow my portfolio with confidence.
