Wealth Manager

While approaching a decade of experience in Wealth Management, Daan Mutsaers has focused on the unique needs of privately-held business owners. He specializes in guiding a select group business owners become independent from their business.

As a Certified Exit Planning Advisor (CEPA®) and a Certified Financial Planner™ (CFP®), Daan tailors a plan for his clients. This defined strategy is designed to help understand how much one needs for their desired retirement lifestyle, highlight current gaps or risks, and what advanced tax and estate strategies may be available.

Daan is a firm believer in extensive collaboration with other professionals of the deal team, to enhance to overall outcome for his clients. As one approaches his or her oftentimes largest liquidity event, Daan’s primary focus is to ensure no stone is left unturned. “Luck is what happens when preparation meets opportunity” – Seneca.

A native of the Netherlands, Daan and his wife Maddie reside in Dunwoody, GA. He is involved with the men’s basketball program at Marist High School and is a member of the Netherlands American Chamber of Commerce. Away from the office, Daan also enjoys reading, running, and going on hikes with Maddie and their daughter Rosalie.