What is Dane Financial?

Dane Financial, LLC is a financial advisory firm that acts as a financial guide, helping you to organize your financial life and use your money as a tool to enjoy today — while also planning for tomorrow. The word Dane is founder Cooper Mitchell’s middle name and was chosen to show he believed in the business enough to put his name on it.

We offer financial planning and investment advisory services but do so in a way that is tailored to each client. Everybody’s financial life is different and as such should be approached with a fresh look.

What does ``Forging Financial Success`` mean?

To “forge” something, means to literally beat and mold it into the shape you desire. This word in relation to your financial life, means to create financial success. It will take work, but it can be done.

Financial success is defined differently for every single person. For some, it’s to retire young, while others view it as simply being able to do the things they want to do. We don’t define financial success for you, we just help you reach the goal.

How can you help me?

We are a Registered Investment Advisory firm that offers Financial Planning and Investment Management. We provide personalized advice and always work in your best interest. View our services here.

What kind of people do you work with?

We work with people who are motivated and ready to take action. More specifically, we work with Pre-retirees, Federal Employees, and Millennials to help create the life they desire.

Why are you and your services unique?

Many people spend their life trying to find a career that matches their purpose. Cooper chose to start Dane Financial, LLC because it allowed him to create the career that matches his purpose.

We also don’t work with EVERYBODY. We’ve found that by limiting our clientele to our “ideal client” we are able to maximize our value. Our ideal client is either a Pre-retiree, a Federal Employee, or a Millennial.

What's your investment philosophy?

When it comes to investing, we believe that the tortoise beats the hare. Long-term investing using passive investment strategies with low cost exchange traded funds (ETF’s) helps support a wide array of investment objectives.

Our goal is not to go after the highest performance possible with caution to the wind. Our goal is to invest for the long-term with a proper balance of risk and reward based on each clients individual risk tolerance.

How do you work?

We work face-to-face in our office in the Bradford Place building or at your home. We also work virtually depending on where in the country you are located through secure video conferencing.

How do you make money?

Transparency is of high priority. Our fees can be found here and are different depending on the service.

Regardless, we are up-front and honest on how we are paid so you can make a decision without jumping through hoops to find an answer.

I want to learn more. What's next?

We offer complimentary 30-minute sessions via video conferencing or phone, so we can talk about your current financial situation, goals you want to accomplish, and any issues that may be preventing you from forging financial success. I’ll share how I work with people to help them do more with their money, and answer any questions you have.

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