Dan Goldie Named Top 100 Independent Financial Advisor in the U.S. by Barron's

Share Article

Dan Goldie, an investment advisor to wealthy individuals and families in Menlo Park, California, has been included for the second straight year among the top 100 independent financial advisors in the United States by Barron's Magazine. Mr. Goldie, a former NCAA champion and professional tennis player, was also included in the 2007 Barron's list of the nation's top advisors.

Dan Goldie Financial Services, a leading investment advisory firm in Menlo Park, Calif., today announced that Dan Goldie has been ranked for a second year among the top 100 independent financial advisors in the United States by Barron's in their August 18th edition. This is the second list of its type Barron's has published. Mr. Goldie was also included in the inaugural 2007 list.

The rankings were determined by securities-industry consulting firm, The Winner's Circle in Boca Raton, Florida, and were based on assets under management, revenues and profits generated, and quality of service.

Mr. Goldie, who earned an A.B. degree in economics from Stanford University and an M.B.A. from U.C. Berkeley's Haas School of Business, started his investment advisory business in Menlo Park, California in 1991. The business has grown to approximately $450 million in assets serving over 225 individuals and families, mostly in the San Francisco Bay Area.

Mr. Goldie says, "I want to thank my clients who have been crucial to the success and growth of my business. My clients have been extremely trusting, loyal, and easy to work with over the years. They are the most important asset of my business. In fact, nearly all new relationships started with the recommendation of an existing client."

Mr. Goldie's business operations are highly disciplined and efficient. One unique aspect of his business structure is the outsourcing of all back-office functions, such as securities trading, client reporting, and technology management, to a third-party specialized provider. This allows Mr. Goldie to spend all of his time working directly with clients, helping them solve their investment and wealth management challenges.

Mr. Goldie says, "I find this to be the most efficient way to run my business. I spend my time where I add the most value for clients, and hire others to do ancillary functions. The key is that I don't have to manage people with this outsourced model. Today's technology makes this possible."

"My goal is to continue steadily growing my business by focusing exclusively on the needs of my clients, and giving them the personalized one-on-one attention they deserve," Mr. Goldie continued. "My business success goes hand-in-hand with the financial success of my clients."

Dan Goldie is a financial advisor to wealthy individuals and families. He is located in Menlo Park, California. Investment Advisory services provided through Partnervest Advisory Services LLC.

For further information contact:
Dan Goldie
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025
dan @ dangoldie.com


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website