Daniel Mong, CFP®

Senior Financial Advisor

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Experience & Expertise

Dan is a CERTIFIED FINANCIAL PLANNER™ and serves as Chair of the firm’s Financial Planning Committee. Dan’s passion lies in helping clients navigate complex issues and in developing, implementing, and monitoring a long-term plan to achieve their goals. In recognizing that investment management is only one piece of the puzzle, Dan serves as a family CFO to his clients to ensure a comprehensive approach to one’s financial picture.

Get Better Acquainted With Dan

Favorite Thing About Working With Clients

“I really enjoy getting to know my clients. Understanding each clients’ goal and value systems helps develop a custom plan that drives positive outcomes in the areas that are most important to them.”

My Philosophy On Client Service

“A commitment to providing quality, reliability, and responsiveness in every interaction.”

B.S. from Towson University
Bel Air, MD
Towson University
One Love Foundation and Chesapeake Bay Foundation
Spending time with family
Master Your Craft
What I Love About Greenspring

“The culture, people, and firm philosophy of improving lives by helping people make better decisions for themselves and those who depend on them.”

Recent Insights

Residential Rental Real Estate: Buyer Beware

Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?

HSAs: The Holy Grail of Tax and Retirement Planning?

Just as the Holy Grail has become a legend, so has this financial solution, which offers you compelling tax advantages. A Health Savings Account (HSA) offers just that. And if you meet the qualifications to contribute to one, you can also be a beneficiary of one of the most powerful retirement planning solutions out there.