Daner Wealth Management

Daner Wealth Management is an independent, SEC-registered investment advisor led by Marc Daner with over 30 years of experience guiding high-income earners and retirees toward financial security. The firm specializes in personalized retirement planning, tax-efficient investment strategies, wealth management, and estate protection—delivering holistic financial guidance that goes beyond investments to optimize cash flow, minimize taxes, and protect legacies. Marc Daner and Vice President Kellie Borror prioritize client-first service, adapting strategies as goals and market conditions evolve.