Daniel Mong, CFP®

Financial Advisor

Experience & Expertise

Dan is a Financial Advisor in the firm’s Private Client Group. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services for individuals and families.

Favorite Thing About Working With Clients

“Educating clients and helping individuals make well-informed decisions on their financial future.”

My Philosophy On Client Service

“Providing great service that is backed with a thought out approach to each client’s unique situation.”

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

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.