Daniel Drayton Marc is great, I was transferred to him after my previous advisor left and every meeting has been enjoyable.
What I like the most is how he lays out options, even if a particular one seems the most obvious, and helps me get to my own decision regarding something I felt I was not financially informed.
Additionally each meeting builds on the previous with an overview of short and long term goals from the last meeting, making sure to account for any changes to my current plans.
I would recommend him to anyone such as myself just starting out on their path to financial security!
5 /5