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Your collaboration. Our experience.

Horace Daniel, CRPC*, ChFEBC
horace.daniel@lpl.com
Financial Advisor
Office #: (301) 839-8826
Cellular #: (202) 409-3552

Horace Daniel is a financial advisor with LPL Financial and has worked in the financial services industry for over twenty years. His past experience provides him with the expertise to help his clients break down the intimidating barriers of complexity, fear, and access, and then show them how to seek growth for their assets, generate income, and leave a legacy for future generations.

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Work with professionals.

No matter the complexity of your investor profile, we believe an expert financial strategy and investment management create better outcomes.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry veterans with years of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

STEP

1

Assess

Gather information to learn about your goals.

STEP

2

Strategize

Analyze the information and
recommend strategies to address your goals.

STEP

3

Implement

Implement a strategy utilizing products and approaches to pursue your goals.

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Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with appropriate financial professional for your background and requirements.

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