Stifel | Daniel Long

Dan provides wealth management and investment services based on nearly three decades of experience and research. He takes time to truly listen to each individual's needs and develops a customized wealth management plan that reflects personal goals, risk tolerance, and time horizon. Dan recognizes that a well-designed portfolio is essential; however, it is only one piece of a much larger puzzle.

Our approach is rooted in one word: Quality. We provide our clients with quality investment guidance and service. We want to be our clients' primary financial resource today and into the next five, ten, and twenty years of their lives.

We address every point in the investor life cycle; whether you are still accumulating assets, consolidating assets in preparation for retirement, or distributing assets when income must be replaced to sustain a certain standard of living.

We've noticed a common theme during our initial consultations with prospective clients. Many seem to approach the wealth planning process with feelings of anxiety, skepticism, and uncertainty. With all of the information available to investors today, it's very easy to be consumed by all of the "noise."

Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs. Our services also include insurance planning, long-term care insurance, consulting services, and much more. Our team strongly believes in the power of diversification, both in your portfolio and among your decision makers.

As Stifel Financial Advisors, Long Wealth Advisory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.