Dan Mahoney| CFP®
True Square Financial
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Atlanta, GA 30309
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
I founded True Square Financial in 2017. After more than 15 years in the financial services industry, I know that fee-only financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families. I built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I am also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. When I’m not wrangling children or nerding out on personal finance and investments, I can be found playing squash, smoking meat on the Big Green Egg, or doing something outdoors. My wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. We live in Atlanta, Georgia.
I advise my clients across all areas of their financial lives:
- Tax minimization
- Real estate
- Insurance and annuities
- Education planning and funding (college and private school)
- Student loans
- Retirement planning
- Estate planning and trusts
- Credit bureaus and credit scoring models
- Banking and credit cards
I earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia. I am a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
True Square Financial exists to help smart, busy professionals use their time and money to build better lives for themselves and their families.
We are an independent, fee-only financial advice firm. We act as fiduciaries, which means we put our clients’ interests ahead of our own. Always.
Because we do not accept compensation from any third parties, we must charge our clients directly for our services. Instead of asset-based fees, we charge a flat monthly fee based on our scope of work we do. This means your costs do not increase just because your wealth does. Learn more on our fees page.
We love working with do-it-yourselfers and other highly engaged clients who have strong opinions or pre-existing constraints that define how they spend, save, and invest. With our flexible service model, you can decide what you want to self-manage and what you want to delegate.
Our best clients are skeptical about the value of most financial advisors and investment managers. We are, too! At True Square Financial, we offer a broader range of services than traditional financial advisors, total flexibility in service delivery, and a lower all-in cost to you.