Daniel J. Morse, CFP® AIF®

Daniel Morse is a Wealth Advisor with Independence Square Advisors. He began his career in the financial services industry with Whipple & Associates/MassMutual Financial Group, before becoming an independent advisor in 2008. In 2010, he joined Independence Square Advisors (formerly The Philadelphia Group), where he continues to provide individuals, families, and plan sponsors with thoughtful, long-term financial guidance tailored to their unique goals.

With a focus on building lasting relationships and delivering client-centered strategies, Dan specializes in:

• Comprehensive wealth management
• 401(k) and pension plan due diligence, fiduciary consulting, and plan selection guidance for business owners
• Insurance solutions designed to protect assets and loved ones

Dan lives in Cherry Hill with his wife, Liz, and their two sons, Danny and Austin. Outside of work, he coaches youth soccer, supports Camp No Worries, and is actively involved in local professional organizations. In his free time, Dan enjoys surfing, skiing, fishing, golfing, and—most of all—spending quality time with his family.