Daniel Shevlin

Daniel M. Shevlin, as a Partner at 20/20 Financial Group, plays a pivotal role in shaping the firm’s strategic direction and delivering comprehensive financial solutions to clients. With a deep expertise in wealth management, retirement planning, and estate planning, Daniel leverages his extensive knowledge to craft personalized financial strategies that align with each client’s unique goals and circumstances. His current role involves overseeing complex investment portfolios, including alternative investments and insurance solutions, to optimize wealth accumulation and preservation.

At 20/20 Financial Group, Daniel is actively involved in key projects that focus on strategic financial planning and risk management. He works closely with high-net-worth individuals and families, providing tailored advice on charitable giving, tax-efficient strategies, and estate transfer planning. His expertise in personal tax planning ensures clients can maximize their after-tax income while minimizing liabilities. Additionally, Daniel’s role as an LPL Registered Principal underscores his commitment to maintaining the highest standards of compliance and fiduciary responsibility, ensuring clients receive trustworthy and transparent advice.

Beyond day-to-day client interactions, Daniel is dedicated to staying at the forefront of industry trends, integrating innovative solutions such as alternative investments to diversify portfolios and enhance growth potential. His strategic approach emphasizes proactive financial management, anticipating challenges, and adapting plans to evolving market conditions. As a trusted financial advisor, Daniel M. Shevlin’s leadership and expertise continue to drive the firm’s mission of delivering tailored, strategic financial planning that supports clients’ long-term financial well-being.