Daner Wealth Management

Daner Wealth Management is a wealth management firm in Fairburn, Georgia. Marc Daner, a CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant, leads the practice as a fiduciary and fee-only advisor, meaning he sells no products and collects no commissions. The firm works with high-income earners and families on retirement planning, wealth management, financial planning, and investment services, coordinating investments, tax strategy, and long-term goals into a single plan. Marc Daner has more than 30 years of experience in financial services.

Marc Daner began his career as a financial advisor at Merrill Lynch in 1990, later moving to Smith Barney and then Wells Fargo before launching Daner Wealth Management in 2022. He describes a shift over his career from stock picking toward a patient, long-term approach to financial planning. The firm charges an all-inclusive percentage of assets under management, ranging from 0.75% to 1.25% per year, and operates under a fiduciary oath. Services include retirement planning built around a client's timeline and income needs, ongoing investment management, comprehensive financial planning, and independent investment guidance matched to risk tolerance and priorities. The practice also publishes tax reduction strategies for high-income earners.

The office sits on Great Oaks Way, about half a mile from Gwinnett Technical College's Alpharetta campus and roughly the same distance from Elevation Autism Center and Alpha Omega OBGYN. Old Milton Parkway is about 0.4 miles away, and Turner McDonald Parkway about 0.5 miles.

The firm holds a 5.00 rating from the customers who have reviewed it.