Daniel Courtney

CFP®, EA

Basis Financial Planning

Founder

Contact Me

Daniel Courtney

CFP®, EA

Basis Financial Planning

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Courtney, CFP®, EA

Contact Me

720-900-5533

Website

Fee-Only financial planner located in Denver, CO, serving clients locally and across the country

Meet Daniel Courtney

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Daniel Courtney 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.

Contact Daniel Courtney

720-900-5533

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Office Locations:

  • 55 Southmoor Dr
    Denver, CO 80220

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