Daner Wealth Management

Daner Wealth Management is a Wealth Management firm in Fairburn, GA, located at 11475 Great Oaks Way Suite 340. Marc Daner, CFP®, ChFC®, leads the firm as a fiduciary, fee-only financial advisor with over 30 years of experience helping Alpharetta-area families with retirement, wealth management, and tax planning. The firm serves high-income earners, corporate executives, and tech professionals, particularly those with equity compensation such as Restricted Stock Units, stock options, and ESPP shares. They also assist individuals navigating major life transitions, including divorce or widowhood. The business holds a 5.00 rating based on customer reviews.

Marc Daner moved to Atlanta in 1976 and has lived in Alpharetta since 1993 with his wife Maria and their two children, Alaina and Scott. Inspired by Warren Buffett in his teens, he built a career that includes roles at PNC Bank and SunTrust before establishing his independent Registered Investment Advisor practice. Vice President Kellie Borror ensures clients receive personalized guidance and fosters long-term relationships built on integrity. The team prioritizes education, explaining complex strategies in plain language to help clients make confident decisions about their financial futures. They work with clients from various backgrounds, often asking them to place most or all of their portfolio with the firm to monitor risk effectively.

The firm provides holistic financial planning that coordinates investments, tax strategy, and long-term goals. Services include retirement planning tailored to specific timelines and income needs, ongoing investment management aligned with risk tolerance, and comprehensive tax planning to minimize burdens. They also assist with estate and legacy planning, cash flow optimization, and risk management. Because they are fiduciaries, they do not sell products or receive commissions, ensuring their advice remains entirely in the client’s best interest. Compensation is transparent, typically based on a percentage of assets managed or a fixed planning fee.

The firm is known for its positive rating from customers who have reviewed it, reflecting the trust built through its fiduciary commitment and personalized service. Marc Daner’s three decades of experience and the team’s focus on clarity and confidence allow them to simplify complex financial matters for their clients.

Daner Wealth Management brings decades of fiduciary expertise to Fairburn, helping local families and professionals secure their financial futures with transparent, goal-oriented planning.

The firm is situated on Great Oaks Way in Fairburn, GA, approximately 0.4 miles from Old Milton Parkway and 0.5 miles from Turner McDonald Parkway. Nearby points of interest include the Elevation Autism Center and Gwinnett Technical College, both about 0.5 to 0.6 miles away.

BizScoreAI awarded Daner Wealth Management a Technical score of 91 out of 100, reflecting a secure and indexable website that search engines can read without errors. The firm received a Content Quality score of 75 out of 100. Additionally, BizScoreAI reports that the business ranks number 3 of 4 Wealth Management businesses scored in Fairburn.