Dan Danford| CFP®
Family Investment Center
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
PO Box 8807
St. Joseph, MO 64508-8807
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Dan began his investment career as a bank trust officer and has been advising clients on how to preserve and manage wealth for over 25 years. He was one of the founders of the Trust Company of St. Joseph, a nationally-recognized Missouri-chartered trust company, and then went on to form Family Investment Center, a commission-free advisory firm.
Having seen first-hand the many ways bank trust and investment companies work and provide services, he feels strongly that a commission-free firm offers a better way for most people to receive independent, objective advice at reasonable rates, with a high level of personalized service. Dan favors solution-based planning and proven investment strategies. With his financial expertise and investment management experience, he helps clients achieve their financial goals while providing them peace of mind, convenience, economy, and simplicity. Dan serves a wide range of clients, but especially enjoys working with and educating women, families, nonprofit groups, and company retirement plans.
Dan has written extensively on investment-related topics and his articles or comments have appeared in a variety of professional and general interest newspapers and magazines including the Wall Street Journal, New York Times, Chicago Tribune, Kiplinger’s Personal Finance, and Business Week. He has also published two books, May I Help You? Why You Need a Fee-Only Investment Advisor and Million Dollar Management: Simple Lessons to Use Wealth Management Principles for Your Family Investments, with Gary Myers.
Dan has taught personal finance and investing at Missouri Western State University and has been a presenter at local, regional and national workshops and conferences. He has also served on the boards of a number of civic and professional organizations, including the Association of Independent Trust Companies, Missouri Bankers Association, Missouri Western State University Board of Governors, United Cerebral Palsy of Buchanan County, and the Metro St. Joseph Chamber of Commerce. He is also an Eagle Scout and has served as a Loaned Executive for the St. Joseph Area United Way. He was honored with the 2003 Missouri Western State College Distinguished Alumni Service Award.
Dan is a graduate of Missouri Western, and holds an MBA from Northwest Missouri State University. He holds a Graduate Certificate and a Masters degree in Personal Finance from Kansas State University. He is also a Certified Retirement Services Professional® and a CERTIFIED FINANCIAL PLANNER™ professional.
Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area.
We help families and other groups organize and manage investments. Our goal is to simplify accounts and objectives, reduce investment costs, locate superior products and providers, and help improve investment performance.
Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We don’t sell any products, represent any outside companies or accept commissions. We represent our clients only. Because there are no third-party agendas or conflicts of interest, we are able to focus clearly on their goals, without costly sales commissions.