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Dan LaMacchia, CFP®
Strategies for Tax-Advantaged Local Investing

One East Campus View Blvd, Suite 260
Columbus, OH 43235
Phone:
  • (614) 825-9575

About Me

I utilize more than 30 years of industry expertise to help my clients navigate markets with patience and humility.

My History

My Process

My asset management process embodies the principles of clarity and transparency to give clients confidence.

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Let's Talk

I can help provide you with the guidance you need to pursue your financial future with confidence.

Contact Me

Understanding You as an Individual and Investor


 

I am a passionately detailed advisor, and I take my investment recommendations personally. In my eyes, investing is a mix of human nature and economics, and so I work to understand both. I recognize that I can’t be all things to all investors, and therefore I have honed my business toward a particular type of client.

Backed by more than 30 years of experience, my strengths lie in studying economics, market psychology, investment products, and managers. I don’t presume financial planning or pie charts, although I have the education and tools to provide a detailed plan when appropriate. My focus is always on results.

My business is unique because of my training and experience, and because of those who built Benjamin F. Edwards & Co. I have a long history with, and deep understanding of, municipal bonds – in which, my experience has shown, many wealthy and successful investors invest. This gives me a unique perspective on how that market operates, and I enjoy being able to advance that knowledge.


Get in touch with me today, and learn more about how successful investors use municipal bonds to achieve their goals.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck