Daniel Morgan

Founder and Certified Financial Planner

Daniel Morgan founded Independent Financial Planning, LLC in January, 2015.  He specializes in identifying solutions to address the unique goals and challenges facing investors.  He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning. Daniel is responsible for investment decisions, client communication, financial planning, and due diligence.

Prior to opening his firm, Daniel spent four years with Reston Wealth Management as a wealth advisor and financial planner.  He began his career in financial management with Smith Barney as a part of the Commonwealth Group.

Daniel received his degree from the University of Virginia in 2004, and in 2014, earned the CERTIFIED FINANCIAL PLANNER® designation. A CERTIFIED FINANCIAL PLANNER® professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a fiduciary standard.

Ryan Benson

Director of Tax Planning

Ryan is a CERTIFIED FINANCIAL PLANNER® (CFP) and Enrolled Agent (EA) that’s admitted to practice before the IRS and is responsible for tax preparation, tax planning, and operations; including supporting financial planning, client relations, and continuing education. Ryan enjoys ensuring clients experience exceptional service and creating/executing tax reduction strategies.

Ryan graduated from the University of Virginia (BS Biomedical Engineering and Masters in Education) and Thomas Jefferson High School for Science and Technology (TJ). He also holds a financial planning certificate from Bryant University.

In his spare time, Ryan enjoys hiking with his family, organizing social events in his neighborhood, and exercising at Claude Moore Rec Center in Sterling, VA.

Office

1930 Isaac Newton Square
Suite 205
Reston, VA 20190

Contact

Daniel Morgan: 571-969-1458

Email: daniel@ifpinvest.com

Ryan Benson: 571-969-1459

Email: ryan@ifpinvest.com