2409 Park Blvd.
Palo Alto, CA 94306
(650) 566-1121 phone
(650) 566-1122 fax

Dan Goldie Financial Services - An independent financial advisor and financial planner

Welcome to Dan Goldie Financial Services


We are an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area managing approximately $700 million for individuals and families. As a Registered Investment Adviser, we have a legal fiduciary obligation to our clients.

We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

Our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.

Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:

  • honest, transparent, and open communication;
  • highly responsive, professional, first-class service;
  • unbiased, expert, and timely advice;
  • steadfast dedication to our belief that "our clients' interests always come first."

As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading independent wealth management firm.

Sports Illustrated/Fortune Magazine Profile of Dan Goldie:
(Full Article)

Click here to request more information about our services.


Learn more about our investment philosophy in the book,The Investment Answer, the #1 New York Times bestseller by Dan Goldie and Gordon Murray.

The Investment Answer

Read about our long-term partnership with Dimensional Fund Advisors:

PDF Download

Investor Profile Questionnaire

Take our Investor Profile Questionnaire:

PDF Download

Investor Profile Questionnaire


Articles, Videos
and Press Releases

No More Excuses: Start Saving for Retirement

(November 3, 2014)

17 Books About Money Everyone Should Read In Their 20s

(September 14, 2014)

How Dan Goldie Plays the Winner's Game

(June 2014)

The Power of Markets

(January 2, 2014)

ETFs for Investors Who Buy and Hold

(May 30, 2013)

The Remarkable story of The Investment Answer

(April 18, 2013)

How to Weed Out a Good Financial Advisor From the Bad

(February 5, 2013)

How to Get Your 401(k) Ready for Retirement

(December 19, 2012)

Financial Literacy 101: Where to Begin

(November 29, 2012)

Financial Advice Serves up a Rewarding Second Career

(November 13, 2012)

Find The Best blog post about Dan Goldie Financial Services

(September 10, 2012)

Dan Goldie interview with Michael Yorba and Jennifer Cooper, KFXR/1190-AM – Dallas

(August 17, 2012)

Facebook IPO Boosts Wealth in Silicon Valley

(May 17, 2012)

Documentary Video: US Report Part 4

(March 1, 2012)

Documentary Video: US Report Part 3

(February 17, 2012)

Documentary Video: US Report Part 2

(February 16, 2012)

Documentary Video: US Report Part 1

(February 14, 2012)

Tips for Baby Boomers Reaching Retirement Age in 2012

(December 12, 2011)

Dan Goldie tells how his NY Times bestselling book has changed his practice, and how his co-author affected his life

(December 2, 2011)

Former Wall Street Banker and UCSF Patient Authors Book for Investors

(October 25, 2011)

In Dire Financial Times, Play by the Book

(August 28, 2011)

Dan Goldie's presentation at Google

(August 3, 2011)

Tips for Making the Right Investment Decisions

(July 11, 2011)

Wimbledon Launched 'Investment Answer' Author to Money Management Success

(June 27, 2011)

Big Questions, Five Good Answers

(February 5, 2011)

The Five Key Decisions For Every Investor

(February 2, 2011)

A Banker's Final Financial Advice

(December 20, 2010)

Article in New York Times Sends Book Sales Soaring

(November 28, 2010)

A Dying Banker's Last Instructions

(November 27, 2010)

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