Daniels + Tansey, LLP Email Format
Financial ServicesDelaware, United States2-10 Employees
Daniels + Tansey, LLP is a privately owned, SEC-registered investment adviser in the financial services sector, located at 1013 Centre Road Suite 220, Wilmington, Delaware, with a website at https://danielstansey.com. The firm operates as an ensemble practice delivering integrated wealth management across three core areas: financial advisory, tax, and investment management, serving individuals, families, and businesses. It employs a small team of multi-disciplinary professionals who provide integrated, personalized solutions, with client relationships described as lasting across generations. In November 2023, Daniels + Tansey was acquired by Creative Planning Advisor Services, LLC, according to reported press coverage. Reported revenue falls in the range of $1 million to $10 million.