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Daniel Kopp, CFP®, MA

Financial planning and advice for widows and widowers across the U.S.

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Wise Stewardship Financial Planning Daniel Kopp, CFP®, MA
Lakewood Ranch, FL

Serving Clients Nationwide

Financial planning and advice for widows and widowers across the U.S.

19 Certified Advisor Reviews™
Rate this Advisor

(857) 209-8437

Website

Areas of Focus

  • Biblical Finance
  • Education Funding
  • Loss of Spouse or Partner
  • Retirement Planning
  • Taxes

About Me

Hello, I’m Daniel Kopp – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, financial planner, and Christ-follower.

I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their families.

I’ve always been interested in money since I was a little kid, including out-bidding my siblings for chores-for-hire, to providing loans to my siblings and friends when they had spent all their money and diligently saving my allowance for future goals. Over time this evolved into reading the stock pages in the newspaper as a young teenager and then choosing to major in economics in college. After completing Air Force ROTC at Purdue University, I commissioned as an officer into the Air Force in 2009 but continued my personal interest into personal finances, investing, and all things money-related.

In addition to being a CFP® practitioner, I’ve spent thousands of hours studying financial planning topics and also have a Masters at in Financial Planning and Financial Therapy from Kansas State University. I also had the opportunity to be a volunteer financial counselor during many of the years when I was on active duty in addition to helping and educating family and friends over the years. Thanks to countless help along the way, I learned more about the financial services industry and found my way to fee-only, fiduciary financial planning.

As an officer on active duty for almost 9 years, along with a brother, sister, and brother-in-law in the military, I experienced firsthand the benefits and challenges that military life can have on all aspects of life especially finances. Frequent changes like TDY’s, deployments, and PCS’s add unique potential opportunities and obstacles to meeting goals and dreams. Add in the often disparate and sometimes confusing military pay, benefits, scattered military benefits and discounts, and countless people offering advice or services, and there is often a lack of clarity on how best to optimize all of these to best meet goals.

I also know that grief is hard. I know because I’ve walked that road before. Like you, I know what loss is like and how it affects your financial life. It is my honor to compassionately guide my clients with financial planning and advice as a trusted companion in your ongoing grief journey.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Therapy Association
  • FinCon
  • Military Financial Advisors Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

8374 Market St. Suite 137, Lakewood Ranch, FL 34202

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This is a "get to know you meeting" so you can evaluate Wise Stewardship's services, determine if it's a good match, and get all of your questions answered. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We are uniquely positioned to help widows and widowers figure out what’s next.

✅ Fiduciary: That’s just a big fancy word meaning that we only work in your best interest 100% of the time and are personally liable if we give bad advice. We put it in writing by signing a fiduciary oath to prove it.

✅ Fee-Only: The only way we are compensated is by you, our client. We believe in clear, transparent pricing, and we never take any commissions or have any hidden fees. We only work for you. Period.

✅ Our Story: Like you, we know what loss is like and how it affects your financial life. We compassionately guide our clients with financial planning and advice as a trusted companion in your ongoing grief journey.

--

Are you a widow or widower? I’d love to help you.

Grief is exhausting. And confusing. And crushingly hard.

Maybe you’re struggling where even to begin? What to do next?

You can’t force an order on that kind of pain. You can’t make grief tidy or predictable. Grief is as individual as love: every life, every path, is unique.

In the midst of all that, your financial life might be completely rearranged, irrevocably changed by loss of income or even by life insurance or other death benefits.

If your grief is anything like mine was, just getting through the day-to-day responsibilities was hard enough. Trying to figure out your finances might seem crushing or impossible.

There is no “moving on” from grief. It will always be a part of you. But, there is moving forward and taking the next step. As a trusted partner and companion in your grief journey, we can help you do that with your finances.

We take the next step at your own pace, prioritizing each financial decision based on your needs and specific situation. Having that kind of financial clarity can be a transformative feeling. And with that clarity, you can start making choices that help take care of those you love. Together, we get clear on what your financial life looks like right now so you can understand the full picture.

We have both intense personal experience as well as training in helping grieving people and are experienced in how to be sensitive to those specific needs. We provide you with objective, impartial and confidential advice to help you find answers at your pace and give you peace of mind.

Education

Daniel received his Bachelor of Science Degree in Economics from Purdue University as a third-generation Boilermaker, where he graduated with Highest Distinction (top 3%) and was named one of the Top 10 Krannert School of Business Seniors in a graduating class of over 850. He has also received his Master of Arts in Military Studies and Strategic Leadership from American Military University, and a Masters of Science in Personal Financial Planning and Financial Therapy from Kansas State University.

Hobbies and Interests

  • Board Games
  • Church
  • Family
  • Music
  • Reading
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Christians
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Military
  • Veterans
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Military Financial Planner: Daniel Provides Expert, Compassionate Advice

✅ Wealthtender Certified Advisor Review™
Nov 25, 2024
Daniel is an exceptional financial planner, and I wholeheartedly recommend him to any military family. His deep understanding of the unique financial challenges faced by military members is invaluable. Beyond his impressive knowledge, Daniel possesses a genuine kindness and compassion that has made our experience incredibly comfortable. He took the time to thoroughly understand our family's specific needs and goals before making any recommendations, ensuring a personalized approach that truly sets him apart. The feeling of confidence in our financial future that he's instilled in us is immeasurable. Having Daniel on our team brings peace of mind. We know our financial well-being is in capable and caring hands. My only regret is not reaching out to him sooner!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicki
Nicki

Dan is a phenomenal teacher and planner!

✅ Wealthtender Certified Advisor Review™
Nov 19, 2024
He helped us get off on the right foot after my spouse and I (both active duty) got married! He coached through all the complexities of military finance, but more importantly, made sure our financial plan was rooted in our values and in line with our life goals as a family. Dan is patient with his explanations and transparent about his methods. We have absolute trust and confidence in our future thanks to Dan!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sam
Sam

Highly competent and thoughtful financial planner

✅ Wealthtender Certified Advisor Review™
Jul 11, 2024
Daniel Kopp has been an exceptional financial planner for us. His thoroughness and attention to detail have given us immense confidence in our financial future. Daniel’s deep understanding of military aspects has been particularly invaluable, as he is well-versed in the unique financial challenges and opportunities faced by military families. What truly sets Daniel apart is his genuine care for his clients. He goes above and beyond to ensure that we feel supported and informed every step of the way. We always feel like a priority, and his personalized approach has made a significant difference in our financial planning. We highly recommend Daniel Kopp to anyone seeking a dedicated, knowledgeable, and compassionate financial planner!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rich and Meredith
Rich and Meredith

Can't recommend enough

✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
Working with Daniel was truly working WITH Daniel and not for Daniel. Unlike previous other financial advisors Daniel takes great care to understand us, our priorities, and our goals. Only then does he tie that to dollars ensuring that our investments are meeting our desires and priorities, not just filling out a portfolio. His system is easy and intuitive, it wasn't a long, difficult "check book" to balance and it provided clear, actionable results that have worked great for us. I recommend Daniel to all my friends and look forward to continuing to work with him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard
Richard

Significantly lowered my stress level!

✅ Wealthtender Certified Advisor Review™
Jun 29, 2024
Daniel was recommended to me by a work colleague after I became a military widow in August 2023. I also currently serve on active duty. Daniel has helped relieve a significant amount of stress from me - though I am very knowledgeable about finances and investing and have never used a financial planner before, everything changed once I became a widow. I now had an influx of insurance, and was in the process of applying for DIC, SSSB and waiting on SBP to begin. He has helped me invest SGLI and life insurance, rewrite my will, draft a trust, guided me through specific military gold star family benefits, and otherwise get my financial life in order to make me feel more settled and secure. I feel confident in my financial future, and highly recommend him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Caroline K
Caroline K

The Best!

✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
Working with Daniel has been a game changer. He has provided sound financial planning for multiple family members with dynamic scenarios. Daniel was highly recommended by a trusted coworker. He is personable, professional and kind. His integrity and experience makes him a trusted piece of our family’s financial planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lori
Lori

Daniel is amazing!

✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
From the outset, Daniel demonstrated a deep understanding of our unique financial situation, particularly in coordinating our military retirement plan. His expertise was evident, and he guided us through the complexities with clarity and confidence. One of the standout aspects of working with Daniel was his ability to instill confidence in our financial plan. He took the time to explain every detail, ensuring that we were not only comfortable but also fully informed about the decisions we were making. This level of personalized attention was incredibly reassuring and helped us feel secure in our financial future. Moreover, Daniel helped us set goals we never thought possible. His insight and strategic planning opened our eyes to new opportunities and gave us a clear path to achieving them. He is not just a financial planner; he is a true partner in our financial journey. We believe Daniel is an invaluable resource for anyone looking to plan their financial life, regardless of their familiarity with personal finances. His professionalism, knowledge, and dedication make him an exceptional choice for anyone seeking to secure their financial future. Thank you, Daniel, for your exceptional service and for helping us build a brighter financial future.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jon
Jon

Incredibly Helpful Financial Planning

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
Working with Daniel has been so, so helpful for us. He asked careful questions to ensure that he understood our financial priorities and aided us in crafting a plan accordingly. He helped us navigate questions of short term vs. long term savings, investments, securing life insurance, and more. We are very satisfied with the counsel and direction he has given us. Highly recommend working with Daniel!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Josh
Josh

I feel so fortunate to have Daniel in my corner!

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
If you’re looking for a financial advisor who sincerely has your best interest and wants to succeed with you, don’t look further and trust Daniel! I’ve worked with Daniel for over a year after I lost my dad suddenly and started a business at age 30. Ultimately, Daniel has saved me, and made me, money in ways I couldn’t have navigated on my own. Daniel also adds immense value through his commitment to remaining read into data and trends that benefit his clients. Additionally, I consider Daniel a life coach and confidant. I greatly value our relationship and would recommend him and Wise Stewardship Financial Planning to anyone seeking an authentic, reliable, and extraordinary financial ally and friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for JoJo GentryOwner, Compound Methods, LLC
JoJo GentryOwner, Compound Methods, LLC

Choosing to work with WSFP was one of the best decisions I made

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
As a new widow, I needed to find someone who could help me navigate important decisions on my own. It’s hard to find a financial planner who isn’t just looking for commissions or trying to sell you a financial product. Daniel on the other hand is a “fee-only” fiduciary planner, which means he gets paid for the time he takes to work out a plan that’s best for you. His services are holistic, so he helped me with choices about health insurance, employment decisions, and tax strategy. As a widower, he personally knows the pain of grief and so speaking with him about the unique struggles widows felt easy. After three and a half years of working with Wise Stewardship Financial Planning, I have moved from fearful to confident about my money management and investing. Choosing to trust WSFP with my financial planning was one of the best decisions I made after I lost my husband.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Potential Conflict of Interest
Disclosure: As of the date of this review, Nancy may have an incentive to recommend Daniel Kopp due to her professional relationship with Daniel and Wise Stewardship Financial Planning, LLC (WSFP). Nancy is compensated for her services to WSFP as a part-time contract writer and editor.
Avatar for Nancy Maurer
Nancy Maurer

Patient, calm, kind, knowledgable and helped me have a vision and hope for my financial future.

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
I wish I could remember how I found Daniel and Wisesteward Financial Planning. After my husband passed and I realized how little I knew about our finances or my financial future I called Daniel and never looked back. He understood both my grief and my lack of understanding and patiently worked with me to overcome my fears, educate me and actually give me hope for a future. I consider him my trusted financial advisor and have recommended him to several widows and widowers.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vicki
Vicki

Finances used to be a source of stress

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
Daniel has helped us prioritize what we really want in our lives and has helped us figure out a plan to get there. We’ve been his clients for years and it’s an investment we’ve gotten back 10 fold! Not just financially. Because finances aren’t really a stress point, especially when it comes to savings goals, investing, and retirement — we’ve benefited emotionally and relationally as well. Daniel’s wisdom and experience have been invaluable when it comes to financial planning. Definitely our best investment yet. Thank you, Daniel!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: As of the date of this review, Kathy has been an advice-only client and Wise Stewardship Financial Planning, LLC (WSFP) has not managed investments on her behalf over the course of our engagement. Instead WSFP simply provided investment advice as part of comprehensive financial planning. Nothing in this review should be interpreted to state or imply that past results are an indication of future performance. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this review, or indirectly via link to any unaffiliated third-party web site, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this review serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Avatar for Kathy
Kathy

Don’t Even Think About Anyone Else!

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
I chose Daniel after interviewing about ten fee-only fiduciaries. He was my third interview and even through the rest, there was no question in my mind he was the one I would choose. Daniel is a brilliant expert, educator, listener, and anything else positive that comes to your mind. Through Daniel’s own very meaningful professional and personal experiences, he channels a level of empathy and expertise that I don’t think any other advisor could offer. I have never felt so confident to be on the perfect path for myself, especially as a veteran. But I loved Daniel’s partnership so much I recommended him to my sister (a non-veteran) and she also could not be happier. You will not regret your choice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jill G
Jill G

Highly Recommend!!

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
My husband and I have been working with Daniel for four years now when I was military. We have appreciated his insights into the uniqueness of military income. He recently helped us transition to civilian jobs and his expertise was invaluable. He has taken time to get to know us and understand our values so he can take that into consideration. He helps us maintain focus on financial goals within the bigger picture of other personal and family goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Silver
Silver

Daniel makes planning for our future and understanding our past financial stories easy and enjoyable! He is a no stress, no pressure partner in our financial journey.

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
My husband and I knew Daniel from our Active Duty military service time. After we all went our different ways in the civilian world, my husband I quickly realized we had different stories, backgrounds, and goals surrounding money. We needed someone to guide us through our financial journey. We reached out to a few other financial planners before connecting with Daniel but none compared to Daniel's kindness, compassion, and patience in the financial planning journey. He is truly a blessing for our life. We are in constant contact with Daniel when making small or big decisions in life to see how it could change our financial goals. He is a true partner in our journey. I highly recommend reach out to Daniel to make him a partner in your journey too.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Becky GLeason
Becky GLeason

Daniel

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
Daniel has been our financial advisor for years now and his experience, passion for taking care of us, and enjoyment in his work has born fruit for us! Not simply in terms of growth, but also in providing us with solid sense of security and time with our family as he not only picks up money management efforts from us, but also has revealed some areas that could use some attention (with suggested solutions!). Thank you Daniel for being on our team as we move forward with financial security, and helping maximize our future with the blessings we have.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Compassionate, Knowledgeable, Patient Thinking Partner in Your Finances

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
I've been working with Daniel since October 2020, and I can't emphasize enough just how outstanding he is as a financial planner. He has helped me with organizing my finances, making the transition from military to civilian life, maximizing my savings rate to meet my early financial independence goals, optimizing my investment allocations, planning for taxes, refreshing my legacy plan, analyzing real estate deals, and so much more. Beyond the tangible progress in my financial standing, Daniel has had a profound impact on my overall sense of financial well-being. His compassion and heart-driven approach set him apart in the world of financial planning. He really does put the personal in personal finance. Furthermore, I admire that he stays up to date on financial trends, pursues continuing education, and regularly attends conferences in his industry making him passionate, competent, and reliable. I can trust that he will give me timely and relevant advice that suits my needs and goals. From the very beginning, I was struck by his exceptional listening skills. He asks insightful questions, and has always taken ample time to understand my financial goals as they relate to my life values. His attention to detail shows through his diligent notes and follow-up with action items after every call. His responsiveness is second to none, whether it's through video calls, emails, or text messages – he's always just a message away. I can ask him any question on personal finances and he does an excellent job answering, teaching, explaining, and/or referring me to other experts. He is generous with sharing financial education, not only the nuts and bolts but also the emotional side of it through his regular email newsletters and book recommendations. Supporting a small business like Daniel's has been a rewarding experience. I've derived immeasurable value from his services and can confidently say that I envision being a lifelong client. Daniel is not just an exemplary financial planner; he is a kind and upstanding individual and family man, and I consider it an absolute privilege to be his client.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy N
Amy N

Great financial planning partner!

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
I have had the pleasure of working with Daniel for the past three years. Throughout our collaboration, I've always found him to be knowledgeable, especially in understanding the intricacies of military life, which was invaluable for my financial planning needs. He has been consistently professional and easy to work with, ensuring that I was well-informed at each decision-making juncture. I genuinely appreciate his dedication and would recommend his services to anyone seeking astute financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Emilie
Emilie

A Perfect Fit

✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
It was about 3 years after losing my husband suddenly that I finally decided I should probably deal with our financial situation. I had been a stay at home mom of 3 kids for 20 years and was so broken and grief stricken that I didn’t care at all about our finances. Money was flying out the window and I was oblivious. One hundred percent of my focus was on my kids, making sure they were okay. I just didn’t care about much else. Knowing what I know now, I do regret not finding a financial advisor sooner. One day in 2019, I sat down at my computer and Googled “Christian widow, financial advisor”. Daniel Kopp and WSFP popped up. My husband’s name was also Daniel and after reading about his story and speaking with him I knew he was sent my way and exactly who I needed in my life. Over the course of the past few years Daniel has been there to help guide me in all issues related to my finances. He is my “go to” guy when making big decisions around money and I trust him completely. I knew very little about our situation as my husband took care of our finances yet Daniel has never made me feel bad about that. He is one of the most intelligent men I know and I value his opinion greatly. He is also one of the kindest men I know. Daniel knows what it’s like to lose a spouse and he has been a great comfort to me on my grief journey. With Daniel you aren’t just getting an advisor, you are getting someone who truly “gets it” and just wants to help others succeed. Daniel has given me such a sense of pride. I have been able to stay in my home, put my kids through school and now have a healthy financial plan for the future. I know with 100% certainty that my husband would be so proud of me. There is no way I’d be okay financially without Daniel and WSFP. Simply put Daniel Kopp is one of the good guys and I do believe God….and Google sent him to me. I highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Deb Johnson
Deb Johnson
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