Daniel S. Melville

Daniel S. Melville, MBA, CFP®, CFS®
Managing Partner, Financial Advisor

Connect with Daniel

Dan is passionate about helping his clients work towards and attain their personal and financial goals. This is achieved by providing honest and individually tailored solutions to his client’s financial challenges.

From pre-retirees wondering if they are on track to retire, to mature investors focused on estate planning, the scope of services provided is designed by careful analysis of his client’s needs, risk tolerance, goals, and investments philosophy. Dan believes in offering unbiased guidance and independent product solutions for his clients with diligent monitoring and effective communication throughout the way. Building long-term relationships is the primary focus of his practice.

Bachelor’s Degree in Finance – Susquehanna University
Bachelor’s Degree in Economics – Susquehanna University
Master of Business Administration (MBA) – West Chester University

Designations and Certificates:
Certified Financial Planner™ (CFP®) – CFP Board
Certified Fund Specialist (CFS ®) – Institute of Business and Finance
Series 7 – FINRA
Series 66 – FINRA
Life Accident and Health Insurance

Awards and Honors:
2020, 2021, 2022 Top 40 Wealth Managers under age 40 in the United States – Fortune Magazine
2019, 2020n 2021, 2022 Five Star Wealth Manager Award – Wall Street Journal

Community Involvement and Volunteerism
Land Grantor/Property Owner – Natural Lands Trust
Battalion Chief – Perkiomen Township Volunteer Fire Company
Vice President – Perkiomen Township Volunteer Fire Company
Eagle Scout – Boy Scouts of America

Outside of the office!

{Sing with us…} Dan, Dan the Fireman…if he can’t do it no one can!

Talented and Youthful, Dan brings a fresh perspective to the team at Financial Voyages.  We often think he’s an old soul trapped in a young man’s body – his favorite movies are “Airplane!” and “My Cousin Vinny” and he’s dedicated to volunteerism serving as a Firefighter and the Vice President for Perkiomen Township Fire Company.

Newly married, Dan said if he didn’t have to sleep he’d use that time to exercise or spend time with his wife.  (We will have to revisit that answer in another 10-15 years and see if it changes any.)  We’re surprised he didn’t say he’d spend time perfecting his go-to Karaoke song of “Rapper’s Delight.” He must be pretty confident in his performance skills.

Dan has a finely-tuned sense of humor.  His favorite holidays include April Fools Day (no joke!) and Fourth of July (‘Merica.)  Anyone who is lucky enough to know Dan, immediately sees how intelligent and loyal he is which are words often used to describe dogs. Strangely enough, dogs happen to be Dan’s preference in the age old “dogs vs cats” debate.

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Financial Voyages, LLC