Loring Ward Congratulates Dan Goldie

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One of Barron’s Top 1,200 Advisors for 2015


What really motivates a great advisor like Dan is not accolades, but guiding and advising his clients and making a real difference in their lives.

Loring Ward, the provider of investment management and practice development consulting, congratulates Daniel C. Goldie, Founder and President of Dan Goldie Financial Services LLC, on being named one of Barron’s top 1,200 Advisors in the United States for 2015.

The rankings are based on assets under management, revenues generated by advisors for their firms and quality of practices. Barron’s also examine regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves.

Dan Goldie Financial Services has more than $720 million in assets under management and serves over 320 individuals and families, mostly in the San Francisco Bay Area. Founder and President, Daniel C. Goldie, has been recognized previously by Barron’s and also been recognized by the San Francisco Business Times as one of the top 25 Bay Area independent advisors.

“We are proud to work with caring, independent advisors like Dan and his partner Dirk Gilliard,” said Loring Ward’s CEO Alex Potts said. “Recognition like this is always welcome, but what really motivates a great advisor like Dan is not accolades, but guiding and advising his clients and making a real difference in their lives.”

About Loring Ward
Headquartered in San Jose, California, Loring Ward (LWI Financial Inc.) is been dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.

Loring Ward’s Asset Class Investing philosophy combines almost nine decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

From Investment Management to Business Management to Practice Development, Loring Ward has more than a quarter century of experience giving advisors the tools, training and support to provide a world-class experience for their clients.    

As of March 2015, Loring Ward has $12.6 billion in assets under management. For more information, please visit http://www.loringward.com.

Dan Goldie Financial Services LLC is unaffiliated with LWI Financial Inc.

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. R 15-077 (Exp 3/17).

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William Chettle
Loring Ward
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