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Daly Andersson, CFA, CFP®

Next-Generation Fiduciary Financial Advisor Based in Champaign, IL

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Tenet Wealth Partners Daly Andersson, CFA, CFP®
Champaign, Illinois

Serving Clients Nationwide

Next-Generation Fiduciary Financial Advisor Based in Champaign, IL

217-281-4253

Website

Areas of Focus

  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Giving
  • Inherited Wealth
  • Investment Management
  • Loss of Spouse or Partner
  • Retirement Planning
  • Social Security
  • Taxes
  • Women & Wealth

About Me

Daly Andersson joined Tenet Wealth Partners in 2021 as a Managing Partner and co-owner, bringing more than a decade of wealth and investment management leadership to the team. As a CERTIFIED FINANCIAL PLANNER™ professional, Daly works collaboratively with our clients to plan through each stage in their unique financial journey. While planning strategically for the long-term, she helps clients make sound financial decisions that align with their personal values and objectives.

Daly holds the Chartered Financial Analyst® CFA® designation, one of the most globally respected and recognized investment credentials, and is a member of the CFA Society Chicago. Prior to joining Tenet Wealth Partners, she served as a Director of Private Wealth Advisory at Busey Wealth Management, where she worked closely with clients to deliver custom-tailored financial planning and investment management, in addition to leading a team of experienced wealth advisors.

In 2020, Daly was honored with the Central Illinois Business Magazine’s Forty Under 40 Award. As a frequent guest on local media and an active seminar presenter, Daly has a passion for educating the community on financial planning and empowerment. She serves on the Board of Directors for the Illinois State University Educational Investment Fund, is a graduate of the United Way Emerging Community Leaders Program and completed the Champaign Chamber of Commerce’s ACE Leadership Program.

Daly graduated summa cum laude from Illinois State University with a Bachelor of Science degree in Finance.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Tenet Wealth Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • CFP Board
  • Financial Planning Association

Primary Location

301 N. Neil Street, Suite 303 Champaign, IL 61820

Video

Meeting Options

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

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form. We invite you to contact us and learn more about how Tenet Wealth Partners can tailor a set of financial solutions to your particular situation, giving you the confidence and peace of mind to handle your financial decision making. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Tenet Wealth Partners is a next-generation wealth advisory & financial planning Firm based in Champaign, IL (also serving clients virtually nationwide).

We work exclusively with individuals, families, and institutions, from the emerging affluent to multigenerational families as well as retirement plans and nonprofits.

Our Mission is to deliver a unified, all-encompassing wealth advisory solution that integrates all areas of your financial life – providing you with convenience, confidence and peace of mind.

Our team of experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals partner with clients for all of their financial planning and investment management needs. Independent and privately-owned, we have the freedom and flexibility to offer our clients a truly personalized experience, guiding them through every phase of life.

OUR CORE TENETS

✅ CLIENT-FOCUSED STEWARDS: Our duty as stewards goes above and beyond being a fiduciary, committing ourselves to moral, ethical and prudent decision-making for our clients. Our standard of care is deeply rooted in prioritizing our clients’ needs and goals.

✅ High-Touch SERVICE: As advisors, we have a responsibility to not only react to our clients’ needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

✅ DEDICATED PARTNERS: Our clients can all expect the personal attention of a dedicated team of skilled wealth advisors, serving as a trusted advocate and confidant for all areas of their financial life.

✅ PLANNING-CENTRIC: Financial planning is an essential process and a paramount component of our duty as financial stewards. A cohesive, comprehensive financial plan synthesizes tailored, goal-based strategies, enabling clients to make better decisions, monitor progress towards their goals, and provide long-term peace of mind.

✅ INTEGRATED APPROACH: Our clients’ financial lives are multi-faceted, resulting in the need for an integrated, total approach. We utilize sophisticated technology to integrate solutions that support and complement the varied aspects of your wealth management needs.

✅ VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Through our innovative yet simplified approach, we focus on generating measurable value beyond the portfolio through integrated financial planning while empowering our clients to pursue their goals.

Education

Illinois State University, Bachelor of Science, Finance

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Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Physicians
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

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