Daniel S. Melville 
Daniel S. Melville, MBA, CFP®, CFS®
Managing Partner, Financial Advisor
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 objective 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.
Education:
Bachelor’s Degree in Finance – Susquehanna University (With Honors)
Bachelor’s Degree in Economics – Susquehanna University (With Honors)
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, Disability, Long Term Care Insurance Licenses
Awards and Honors:
2020, 2021, 2022, 2023, 2024 Top 40 Wealth Managers under age 40 in the United States – Fortune Magazine
2019, 2020, 2021, 2022, 2023 Five Star Wealth Manager Award – Wall Street Journal
Community Involvement and Volunteerism
Land Grantor/Property Owner – Natural Lands Trust
Fmr. Battalion Chief – Perkiomen Township Volunteer Fire Company
Fmr. Vice President – Perkiomen Township Volunteer Fire Company
Eagle Scout – Boy Scouts of America
Member- Institute of Business and Finance
Member – Financial Planners Association
Member- Financial Services Institute
Fortune’s 40 Under 40 Five Star Wealth Manager is based upon selection from Fortune of specific region’s Five Star Wealth Managers. This award was received for the Philadelphia region. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
Outside of the office!
{Sing with us…} Dan, Dan the Fireman…if he can’t do it no one can!
Talented and ‘wise beyond his years’, Dan brings a fresh vision to the leadership team at Financial Voyages. We often think he is 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 senior leader for Perkiomen Township Fire Company.
Dan, a new father, said if he didn’t have to sleep, he’d use that time to exercise or spend time with his wife (Sarah) and daughter (Madeline). 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 and a warm personality – which is rare in an industry focused on numbers. His favorite holiday is 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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