Daniel Logan, CFP®

Financial Planner

For as long as I can remember, I have been interested in personal finances. I can remember as a child being fascinated by money, numbers, checkbooks, and other things that are a little different than what the usual little kid enjoys. At the time, I never knew that finance could be a career possibility. As I thought about my future career, I declared my major at The University of Alabama as Pre-Dental thinking it would be something I would enjoy. Needless to say, I realized over time that that was not what my career journey had in store. 

Eventually, I revisited my roots and decided on a major of Finance with a Personal Wealth Management specialization, because it allowed me to sit for the CFP® exam. Even though I was not sure what that entailed, it seemed like a smart decision to choose a specialization that had additional credentials at the end of it. As my college career progressed, I was able to have internships that provided me with invaluable insight into the world of financial planning. I learned about fee-only RIAs and the importance of acting as a fiduciary and realized that was the career I envisioned for myself.

Financial planning encompasses many things, but I think most importantly it involves listening intently to clients. It is a joy to be able to be a part of our clients’ lives and help them on their financial journey. It is a long path with many turns, ups and downs, and surprises, but I am thankful to be able to partner with wonderful clients on the way to help them reach their goals.

My wife, Megan, and I moved to the Raleigh area in 2021 from Alabama. We welcomed out daughter, Eleanor, into the world in 2026. We love being local and spend a lot of time exploring the beautiful City of Oaks and eating delicious meals. Outside of work, you will find me at the pickleball courts or enjoying a good book.