Passion, Purpose & Partnership


In today's complex world, freedom comes in many forms. It might be the ability to pursue your hobbies, or to enjoy your relationships. However you define it, freedom involves time--and the ability to spend it the way you want. Financial security is the ability to spend your time the way you choose--and knowing that those you love and who depend on you have the same opportunity. Working together, we can identify the financial goals and solutions to help provide the freedoms of financial security for you and your family.

Our Mission: To bring passion, purpose, and partnership in helping you provide long-term financial security for yourself, your family, your business and your community.

  • Passion - A powerful and contagious emotion that moves you to act on the most important aspects of your life, and helps others to make their intentions become reality.
  • Purpose - A reason for doing something. The grounding belief in something long term, usually bigger than yourself, that gives meaning to current decisions and activities.
  • Partnership - A collaboration toward a common vision or purpose. A long term relationship of substance and depth, in which the participants can be counted on a relationship of value.


Watch this short video to learn what you can expect when working with me


Dan Schiffman Presents the FMH 2018 Good Samaritan of the Year Award

Photo of Award Presentation, featured from left to right: Tom Kleinhanzl, President & CEO, Frederick Regional Health System;Elizabeth Chung and Dan Schiffman, Chair, Special Gifts Committee.

Elizabeth Chung was named Frederick Memorial Hospital’s 2018 Good Samaritan of the Year at a recognition event on May 1st for some of the hospital’s most generous benefactors.

A longtime advocate of minority health, Elizabeth Chung is the founder of Frederick’s Asian American Center. The Center, whose mission now includes all ethnic groups, provides minority, lower income, and immigrant groups with access to interpreter/translation services, English as a Second Language and citizenship classes, mentoring, housing, education, employment, business development services, and assistance with health insurance enrollment. Frederick Regional Health System partners with the organization for their annual Community Health Fair as its major sponsor, helping to provide healthcare education and medical services to those in need at no charge.

“Frederick Memorial Hospital is proud to recognize Elizabeth Chung with our Good Samaritan of the Year Award,” said local businessman and FMH Special Gifts Committee Chair Daniel Schiffman. “She is the epitome of a person who gives back to the community every day. When she sets a goal, she has a way of finding a way around any obstacles that appear in her path. She has improved the lives of countless people, yet she is remarkably humble. She is an inspiration to all her know her. Frederick County and all who live here are fortunate to be the beneficiary of her dedication.”

Visit Community Involvement under the About Dan tab to learn more.


Dan Schiffman is published in The Baltimore Business Journal

To read Dan's recent commentary in The Baltimore Business Journal, Table of Experts, Wealth Management, click here .

To read other articles written, visit Professional under the About Dan tab.

Daniel J Schiffman, CLU®, CFP®, CLTC®

Wealth Management Advisor

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