Danielle Margulis
CFP®
Meyer Capital Group
Portfolio Manager
Danielle Margulis
CFP®
Meyer Capital Group
Portfolio Manager
Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future. - Danielle Margulis, CFP®
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Danielle Margulis is a Marlton, NJ fee-only financial planner. Meyer Capital Group specializes in comprehensive financial planning and investment management, including sustainable investing, to help professionals, women, families, non-profits and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danielle Margulis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Danielle Kaye Margulis is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She creates financial needs assessments and full financial plans for MCG clients. Danielle also serves on the Investment and SEC Committees.
Danielle has more than a decade of experience in the financial services industry and previously worked at Pennsylvania Capital Management and Pinnacle Financial Advisors (now RTD Financial Advisors). Inspired to help her clients achieve their lifelong goals, Danielle is a member of The National Association of Personal Financial Advisors (NAPFA). She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management. She furthered her education with an advanced certification as a CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning in Denver, Colorado.
Described by friends and family as dependable and persistent, Danielle is determined to accomplish her goals and exceed her own expectations. Away from the office, Danielle appreciates every moment spent with family and friends. She particularly enjoys traveling and being a foodie.
Danielle Margulis 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.
Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.
Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.
During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.
Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.
"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future."
. . . . Thomas C. Meyer
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
- Socially Conscious Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Danielle Margulis 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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Danielle Margulis 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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Danielle Margulis 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.
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Danielle Margulis is Featured on Kiplinger
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Meyer Capital Group (Thomas Meyer) is Named by Barron's as One of America's Top 1,200 Financial Advisors
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FA 100: CNBC ranks the top-rated financial advisory firms of 2020 and Meyer Captial Group Makes the List
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Meyer Capital Group Names to Financial Times Top 300 Registered Investment Advisers in 2020
Contact Danielle Margulis
Office Locations:
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Five Greentree Center
525 Route 73 N Suite 312
Marlton, NJ 08053
