Dan Langworthy, CIMA®, CPWA®

Founder | Senior Financial Advisor
Experience: 35+ years
Education: B.S. Corporate Finance
Hobbies:⛷️⛳ ✈️

Originally hailing from Dodge Center, MN, Dan’s midwestern values stand out in his client relationships. He is driven by a genuine passion for helping individuals and families achieve their financial goals. Dan understands the unique challenges and opportunities that come with wealth and uses a personally tailored approach to ensure your financial success aligns seamlessly with your aspirations.

Dan is a Certified Investment Management Analyst (CIMA®) and a Certified Private Wealth Advisor (CPWA®). These qualifications underscore his investment and wealth management expertise, assuring you that your financial future is in the hands of a true professional.

Navigating the complex landscape of financial planning requires a seasoned guide, and Dan is the expert you've been seeking. With over 35 years as a Financial Advisor, Dan has become a beacon of financial wisdom, guiding many clients toward successful retirements.

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