Get to Know the Team Behind the Lantern

At Frank and Flanagan Wealth Advisors, we combine deep technical expertise with genuine care for the individuals we serve. We believe financial advice should be personal, principled, and practical—always starting with listening and purpose.

Headshot of Dan Flanagan, CFP®. Dan brings more than 20 years of financial planning, wealth management, and accounting experience to his role at Frank and Flanagan.

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Senior Wealth Advisor

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Our Philosophy

Our approach is built on the belief that financial decisions should align with your deeper sense of meaning and purpose. We take the time to understand not just your numbers, but your values, goals, and dreams.

Every financial plan we create is as unique as the individual or family it serves. We pride ourselves on creating clarity from complexity and providing advice that's both technically sound and deeply personal.

ust as the lantern of Boston's Old North Church provided clarity in times of uncertainty, we guide clients through life's financial complexities with confidence and care.

Our Core Values

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Relationships

Investing in people is what matters most to us. Our financial advice is built on truly listening and learning what’s important to you.

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Integrity

As independent advisors, we're free to focus on your best interests. We believe financial guidance should be honest, transparent, and unbiased.

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Personalized Service

We guide each client with an innovative and holistic approach. We tailor our services to fit your goals, assuring complete confidentiality and loyalty for the long run.   

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Meet Dan Flanagan

Headshot of Dan Flanagan, CFP®. Dan brings more than 20 years of financial planning, wealth management, and accounting experience to his role at Frank and Flanagan.

Navigating Complexity with Clarity

With over 20 years of experience advising executives, entrepreneurs, and families, Dan brings an extensive background in accounting and advanced financial planning to every client relationship.

He specializes in helping clients navigate retirement planning, tax optimization, and estate complexities with clarity and confidence. Dan's approach is rooted in stewardship and a genuine commitment to the families he serves.

About Dan
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Frank and Flanagan Wealth Advisors is affiliated with EverSource Wealth Advisors®, an independent SEC-registered investment advisor (RIA) with advisory teams across the country. With operational support and investment management from EverSource, Frank and Flanagan benefits from big-firm resources for clients while maintaining freedom to offer unbiased advice. Through our affiliation with EverSource, we provide a broad range of investment strategies and funds for managing the complexities of your wealth.