Danny Gudorf
Retirement Planning For Individuals Over Age 50
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Gudorf Financial Group, LLC
Danny Gudorf
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Advisor
Dayton, OH
Serving Clients Nationwide
Retirement Planning For Individuals Over Age 50
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Me
Hi, I'm Danny Gudorf, founder and financial planner at Gudorf Financial Group, LLC. The firm launched in 2012 with a focus on retirement & tax planning for people over age 50.The purpose of Gudorf Financial is to help our clients integrate investment planning, tax planning, financial planning, and estate planning together in a Multi-Client Family Office.
I'm a proud graduate of Miami University where I earned my B.S. in Economics. When I'm not working, you’ll find me exploring new restaurants, working out, or spending time traveling. I live in Oakley Ohio, and love spending time outside exploring their neighborhood with my two dogs, Winston and Ford.
Primary Location
8145 North Main St. Dayton, OH 45415-1703
Additional Locations
📍 By Appointment Only: 7965 Washington Woods Dr. Centerville, OH 45459
📍 By Appointment Only: 120 W. Main St. Troy, OH 45373
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get your Free Retirement Assessment and to schedule a free 20-minute call. This will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery! I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
Gudorf Financial Group, LLC is an independent, financial services firm whose team focuses on providing fee-based investment management, tax strategies, and financial planning to clients in the greater Dayton Ohio area and beyond. We particularly specialize in working with individuals 50 and older who want help in planning and managing their retirement.By partnering with our clients and implementing our comprehensive approach to financial planning, we help people clarify and achieve their financial goals. We provide our clients with confidence knowing they have a professional to help them make important financial decisions.
Why Gudorf Financial?
✔️ Fiduciary Relationship
We operate in a fiduciary capacity and are obligated to act in your best interest in every circumstance
✔️ Fee-Only Financial Advisor
We offer objective financial advice we would be comfortable taking ourselves, with no commissions or products to push.
✔️ CFP® Professional
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals (Source: www.cfp.net)
Education
Miami University, B.S. Economics
Hobbies and Interests
- Animals
- Basketball
- Eating Out
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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