Danielle  Margulis

Danielle Margulis

| CFP®

Meyer Capital Group

856-985-8400

Contact Me

An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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525 Route 73 N
Suite 312
Marlton, NJ 08053

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Danielle Margulis is a Marlton, NJ based Fee-Only Financial Planner serving the New York, New Jersey, Philadelphia, and Wilmington areas. Meyer Capital Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Danielle Margulis is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Danielle has over 10 years of experience in the financial services industry. Formerly with Pennsylvania Capital Management where she streamlined technology solutions and broadened their planning capabilities.   Previously, she worked at Pinnacle Financial Advisors (now RTD Financial Advisors) where she was responsible for developing and updating clients' financial plans, answering their financial planning questions and serving on the firm's investment committee. She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management. She furthered her education with an advanced certification as a Certified Financial Planner from the College for Financial Planning in Denver, Colorado.

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Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.

Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.

During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.

Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.

"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future."
. . . . Thomas C. Meyer

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