True Square Financial
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
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).
Dan Mahoney is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Dan Mahoney is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Dan Mahoney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Dan Mahoney is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Dan Mahoney is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Dan Mahoney
2221 Peachtree Rd NE
Atlanta, GA 30309