Daniel Smyth, MBA
Fostering Exceptional Client Experiences: Your Journey, Our Priority
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Serving Clients Nationwide
Fostering Exceptional Client Experiences: Your Journey, Our Priority
Areas of Focus
- Estate Planning
- Exit Planning
- High Net Worth
- Inherited Wealth
- Multi-Generational Wealth
- Owning a Business
- Taxes
About Daniel Smyth, MBA
Based in Philadelphia, Danny Smyth joined HCR to lead the firm’s expansion into the Northeast region of the United States.Prior to HCR, he worked at American Brokerage Services as the Director of Retail Sales focusing on providing insurance planning expertise to High Net Worth individuals and families. Under his leadership, the Division and Firm grew substantially, eventually making a successful exit.
Danny obtained a B.S. in Finance and M.B.A. from St. John’s University while also playing on the Men’s Lacrosse Team.
Professional Designations
- Master of Business Administration (MBA)
Affiliations
-
ACG Philadelphia
- Philadelphia Estate Planning Council
Primary Location
Huntingdon Valley, Pennsylvania
Additional Locations
📍 10866 Wilshire Blvd # 1600, Los Angeles, CA 90024
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Our prospective client process begins with a Discovery Call no longer than 30 minutes. This initial conversation is designed for us to get to know each other and determine whether there's a strong mutual fit. We take pride in the depth of our client relationships and are selective in who we work with - we want to ensure that we're aligned personally and professionally, and that we're just as excited to work with you as you are with us. The scope of services we provide our clients include Financial Planning, Investment Management, Estate Planning, Risk Management, Tax Strategies, Cash Management, Philanthropy and Value Added Services which includes access to our Trusted Network of professionals & clients, Business Consulting Services, Thought Leadership and anything else in your life that involves money. If you're interested in hopping on a Discovery call with me, please don't hesitate to call me at (484) 316-8990 or schedule a time to chat using my Calendly link included above. Looking forward to our conversation,Offers Investment Management
Yes
About HCR Wealth Advisors
HCR Wealth Advisors is known for its exceptional financial planning, investment advisory services, and dedication to the client experience. Our team of experienced financial advisors specializes in retirement planning, tax optimization, and estate planning, offering personalized strategies tailored to your unique needs and goals.We go beyond traditional approaches, adopting a comprehensive wealth management philosophy that considers every facet of your financial journey. Our dedicated financial planners work closely with you, transforming your aspirations into financial plans that can help pave the way for the future you envision.
As your trusted partner in both life and wealth, we don’t just provide financial guidance; we forge lifelong relationships built on empathy and understanding, helping you navigate life’s challenges and opportunities.
With HCR Wealth Advisors, our goal is to make your financial success a reality, backed by a team that is committed to your growth and prosperity.
The HCR Difference
✔️ In Critical Moments
At HCR, we grasp the significance of pivotal moments in your life. Regardless of your current position in your financial journey or the life decisions you face, we stand ready to provide guidance. During both challenging and prosperous times, we stand beside you, meticulously orchestrating every detail and shaping your financial future with sound financial decision making.
✔️ Expertise & Results
With a rich history spanning over 30 years, HCR Wealth Advisors leverages extensive expertise and industry knowledge in collaborating with individuals and families. Upholding the highest fiduciary standards, our team is entrusted with pivotal decision-making, delivering unparalleled personalized service. Even in the face of challenging market conditions, we strive to offer both robust performance and protection.
✔️ Education & Empowerment
At HCR, our commitment goes beyond financial management; we see it as our duty and privilege to educate and empower our clients in financial decision making. By instilling confidence and fostering financial understanding, we aim to provide a sense of security that allows our clients to rest assured, knowing that HCR is safeguarding their interests while fostering sustainable growth.
✔️ Connection & Objectivity
Integrity is at the core of our values. As an independent financial services provider, we believe in doing what is right for each individual we serve. Building profound connections, sharing experiences, and collaboratively addressing challenges are integral to our long-term financial relationships. Our client-first mindset is reinforced by a transparent fee structure, ensuring our advice remains objective and aligned with the best interests of the individuals and families we are privileged to serve.
Education
St. John’s University, B.S. in Finance and M.B.A.
Hobbies and Interests
- Beach
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Golf
- Skiing
- Sports
- Traveling
- Volunteering
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Content Creators
- Corporate Executives
- Dentists
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Jewish
- Living in Retirement
- Professional Athletes
- Real Estate Investors
- Sales Professionals
- Widow
- Women Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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