dan goldie financial services llc

Founded in 1998 by former professional tennis player Dan Goldie, Dan Goldie Financial Services, LLC is an independent, fee-only wealth management firm based in Menlo Park, California. The firm is a Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. It focuses on serving high-net-worth individuals, families, and professionals, with a mission to offer objective, fiduciary advice to help clients achieve their long-term financial goals.