Dan Moore, CFP®

Hi there 👋🏼, I’m Dan and like to take a four-step approach with my clients. I always start by deeply understanding my clients needs and their families to grasp their financial goals. I want to make sure we establish a comprehensive financial plan that addresses retirement needs, asset optimization, potential incapacity and tax efficiency. I want to make sure my clients know I am here to help.

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Chicago, IL

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How dan works with clients
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“I love helping my clients to go from “maybe I can retire someday” in our first meeting to “I retire tomorrow.”

Learn more about Dan

How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Investment Management

STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS.
Our expertly curated investment portfolios are meticulously designed to guide you through the intricate financial landscape, placing you at the forefront. Experience personalized solutions tailored to your needs and navigate them with confidence.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know Dan

Daniel Moore is a financial advisor with over 13 years of experience in the industry and holds the Certified Financial Planner designation. Based in the western suburbs of Chicago, Daniel has built his business focused on the financial planning needs of professors, physicians, and small business owners. 
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Daniel’s experience lies in retirement planning, where he creates personalized strategies to help his clients achieve their long-term financial goals. His approach emphasizes portfolio management, tax efficiency, and legacy planning, all integrated into comprehensive estate planning. Daniel’s commitment to his clients is matched by his dedication to staying at the forefront of financial planning, ensuring that each client receives the highest level of service and expertise.
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Beyond his professional life, Daniel enjoys spending time outdoors, whether it’s on the golf course or spending time with his family - Danielle, their son Logan and their dog Levi. He is passionate about trying new restaurants, traveling and collecting bourbon. 

Connect with Dan:

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CONNECT WITH dan

Book a 30-min introductory call with Dan.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.