Our Mission
To help you make the best financial decisions so your family can thrive.
What We Provide
Peace of Mind
Rest assured that we have a heart of a teacher, listening ear, and holistic mindset to make wise recommendations for your entire financial situation (not just investments).
“Thank you so much, Dan and Ryan! This financial plan is incredibly helpful for us. My husband and I truly appreciate you coming alongside us in our current life season and supporting us. We now feel confident with a plan in place, immediate action steps, and short-term and long-term strategies. Thanks for believing in us and ministering to us.”
“Dan is a cut above the rest. I doubt you would find someone more dedicated to giving solid financial advice, and so much more.”
“Dan’s encouragement and guidance to keep my bank account funded to where I am able to withstand emergencies has also given me more confidence and flexibility to make larger purchases, such as house renovations and trips.”
Money Management
Your money is in good hands. Our team uses decades of experience to make intelligent decisions with financial assets to help your money grow.
“We have been clients of Dan Morgan’s for many years. We value his expertise in financial planning and investments. Dan always responds to immediate questions and plans detailed reviews with us regularly. We have referred him to many others who have also appreciated his individualized approach to their unique financial situations.”
“We had a great experience working with Dan and Ryan on financial planning, and the savings we experience from our financial plan more than covered the cost of the plan (although we know that isn’t the case for everyone).”
Ongoing Communcation
Want to talk? Feel free to schedule a check-up or initial discovery meeting. We can assess your financial situation and get you on the right track with as little as sixty minutes.
“We found our last meeting with Ryan to be incredibly helpful, and it lit a fire under us to decide on next steps in our financial lives.”
“I value your expertise. Working with you both has been a great experience.”
“It’s good to have trustworthy people like Dan and Ryan so you don’t have to Google everything.”
“After our meeting, the fog of finances in my brain feels much more clear. Thank you Ryan and Dan for your help with financial planning. ”
Our Team
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
WEBSITE CONTENT
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Independent Financial Planning, LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
REGISTRATION INFORMATION
Advisory services are offered through Independent Financial Planning, LLC; an investment advisor firm domiciled in the Commonwealth of Virginia. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
CFP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
