Experience & Expertise
Tim Daly is a Financial Advisor at Greenspring Advisors who helps executives, business owners, retirees, and their families use their wealth to live their ideal lives. He works closely with clients to develop comprehensive financial plans that work to integrate investment management, retirement planning, tax strategies, estate planning, and cash flow analysis.
Many of the clients Tim serves have built significant wealth but aren’t always sure whether they are making the most of the opportunities available to them. With a particular focus on tax planning, Tim helps educate clients to make informed financial decisions, improve tax efficiency, and develop strategies that support their goals today while preserving wealth for future generations. He is passionate about simplifying complex financial decisions and helping clients live with greater confidence, purpose, and financial freedom.
As a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® professional, and Tax Planning Certified Professional (TPCP®), Tim takes a practical, planning-first approach that coordinates tax strategy, investment management, and financial planning into a cohesive framework.
Before joining Greenspring Advisors, Tim was a Senior Associate in PwC’s Investigations & Forensics practice, where he developed strong analytical, problem-solving, and client service skills.
Tim graduated from King’s College in Wilkes-Barre, Pennsylvania, earning bachelor’s degrees in both Accounting and Criminal Justice through the McGowan School of Business.
Outside of work, Tim enjoys cycling, exploring new places with his wife, Emily, and their dogs, Nina and Hudson, and getting involved in the community. Tim serves as the Chair of the Alumni Council at King’s College, is on the PFP Executive Committee through the AICPA and is on the Associate Board at Catholic Guardian Services.
Favorite Thing About Working With Clients
“Providing them with the knowledge and guidance to make decisions so that they can live their best lives.”
My Philosophy On Client Service
“If you do good by the client by providing them value and a personal touch, they will do good by you.”