Daniel Courtney
CFP®, EA
Basis Financial Planning
Founder
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
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Meet Daniel Courtney
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
Office Locations:
-
55 Southmoor Dr
Denver, CO 80220