Independent Financial Planning exists to help you make the best financial decisions for you.

 

MY Mission

To provide advice that helps you make the best financial decisions and become a savvy steward of your financial resources so you can do and accomplish what is important to you. 

By a margin of 52 percent to 30 percent, [those with a comprehensive financial plan] are more likely to feel “very confident” about
managing money, savings and investments.
— 2012 Household Financial Planning Survey

What We do

Independent Financial Planning offers a unique opportunity for you to discover, if you have not already done so, how your financial life enables you to accomplish your real life goals.  I offer an array of services designed to help you do what is valuable to you, whether that is retiring as soon as possible, starting a year-round camp, or taking a year sabbatical with your family to visit the national parks.  Below are some of the nuts and bolts elements I understand to help you accomplish your dreams. 

  • Education Planning
  • Philanthropic Planning
  • Risk Management and Insurance
  • Company Benefits Planning

Who We are

 Daniel Morgan, CFP ®

Daniel Morgan, CFP®

Daniel Morgan founded Independent Financial Planning, LLC in January, 2015.  He specializes in identifying solutions to address the unique goals and challenges facing investors.  He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning.

Prior to opening his own firm, Daniel spent four years with Reston Wealth Management as a wealth advisor and financial planner.  He began his career in financial management with Smith Barney as a part of the Commonwealth Group where he specialized in portfolio design and implementation.

Daniel received his degree from the University of Virginia in 2004, and in 2014, earned the CERTIFIED FINANCIAL PLANNER™ designation. A CERTIFIED FINANCIAL PLANNER™ professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a fiduciary standard.

Daniel also sits on the board of Embrace Loudoun, a 501c3 non-profit organization that focuses on community development in Loudoun County, Virginia and the surrounds by creating caring connections that change the lives of under-resourced in the community.