Financial Advisors
Alpharetta, GA
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.
Ideal for: High-income earners, pre-retirees and retirees seeking security, individuals wanting tax-efficient strategies, clients seeking personalized wealth management
Service area: Alpharetta, Johns Creek, Roswell, and surrounding areas in Georgia; serves clients nationwide
30+ Years of Experience: Marc Daner has guided hundreds of clients to financial security with personalized wealth management strategies over three decades.
Fiduciary & Independent: SEC-registered investment advisor operating as an independent firm with a fiduciary duty to prioritize client interests above all else.
Holistic Financial Guidance: Goes beyond investments to address retirement planning, tax reduction, cash flow optimization, estate protection, and legacy planning.
Address: 11475 Great Oaks Way Suite 340, Alpharetta, GA 30022
Phone: (770) 368-6033
Website: danerwealth.com
Looking for more options?
See more Financial Advisors in Alpharetta →