Dan Mahoney

Personal Finance, Investing, Taxes
“Dan Mahoney, President of True Square Financial, serves individuals and families who want customized advice and support based on their specific needs.”

True Square Financial

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Dan Mahoney founded True Square Financial in 2017. After more than 15 years in the financial services industry, Dan knows that fee-only financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families. He built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.

Dan is a CERTIFIED FINANCIAL PLANNER™ professional. He is also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. When he's not wrangling children or nerding out on personal finance and investments, Dan can be found playing squash, smoking meat on the Big Green Egg, or doing something outdoors. His wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. They live in Atlanta, Georgia.

Dan earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).


BA, Economics, Dartmouth College
MBA, Business Administration, University of Virginia, Darden School of Business

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June 2017
    Career / Compensation, Investing

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    Real Estate, Taxes
Could I reduce my capital gains tax?
38% of people found this answer helpful

If you've already sold your son the house, there's not much you can do at this point.  If you haven't, you could gift the house to your son instead of selling it to him.  This would eliminate the capital gain entirely.  There are much cheaper ways to help your son build his credit (e.g., adding him as an authorized user on your credit cards).

October 2017
    Financial Planning
Do I need to be licensed to offer financial planning help?
17% of people found this answer helpful
June 2017
    IRAs, Mutual Funds, Stocks
Is it a bad time to invest in equities?
0% of people found this answer helpful
September 2017
    Personal Finance, Insurance
Is an LLC or an S Corp. better for affiliate marketing?
0% of people found this answer helpful
June 2017
    Debt, Investing, Real Estate
Should I invest in real estate?
0% of people found this answer helpful
June 2017