Dan VanDusen
CFP®, MBA
Objective Wealth
Principal, Financial Planner
Dan VanDusen
CFP®, MBA
Objective Wealth
Principal, Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan VanDusen, CFP®, MBA
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country virtually
Dan VanDusen is a Phoenix, AZ fee-only financial planner. Objective Wealth, LLC provides comprehensive financial & retirement planning, investment management, and tax planning and preparation to help high net-worth individuals, entrepreneaurs and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan VanDusen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Meet Dan VanDusen, a fee-only Financial Planner and Founder of Objective Wealth, LLC located in Phoenix, AZ.
Throughout my career, I quickly became the "go-to" resource for colleagues, family, and friends needing financial advice and guidance. By realizing my desire to educate, drive to bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a comprehensive approach, objective insight, and level of service that will guide you to identify and help achieve your goals.
I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State where I received a bachelor's degree. Prior to financial planning, I spent many years in the education services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is a core part of my values.
In my free time, you can find me hiking, camping, scuba diving, or my new interest in golf. Gina and I enjoy traveling and spending time with our dogs, Murphy & George.
Dan VanDusen 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.
Financial Guidance for Peace of Mind
Objective Wealth, LLC is registered as an Investment Adviser with the State of Arizona. We were founded in October 2018. We work with clients throughout the country and are committed to act in your best interest. We use a seven step process to ensure a comprehensive approach, objective insight, and a high level of service that will guide you through your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dan VanDusen 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.
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Dan VanDusen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Dan VanDusen is a Member of the XY Planning NetworkThe 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.
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Dan VanDusen 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.
Contact Dan VanDusen
Office Locations:
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4232 E Whitton Ave
Phoenix, AZ 85018
