Dan Routh
CFP®
Old Peak Finance
Financial Advisor
Dan Routh
CFP®
Old Peak Finance
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Routh, CFP®
Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country
Meet Dan Routh
Dan is a CERTIFIED FINANCIAL PLANNER™ and has a decade of experience in the financial planning profession. Old Peak Finance is a fee-only financial advisory firm providing comprehensive financial planning and wealth management. Dan has a bachelor’s degree in business and minor in applied economics from Virginia Tech. He has spent most of his career advising executives and business owners, mostly in the life sciences and medical industries. He is an active member of NAPFA. He and his wife, along with their dog, Laney, live in Raleigh, NC.
As a fee-only, fiduciary, and independent financial advisor, Dan Routh is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Dan Routh 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Dan Routh is a NAPFA-Registered Financial AdvisorThe 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.
Contact Dan Routh
Office Locations:
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100 Europa Dr
Suite 410
Chapel Hill, NC 27517
