Passion, Purpose & Partnership

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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.
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Dan Schiffman is the 2019 Recipient of the George Delaplaine Distinguished Citizen Award

In May, 2019 Dan Schiffman was honored as the recipient of the George Delaplaine Distinguished Citizen Award. For the past 23 years this award has recognized members of the community who have made Frederick and Frederick County a better place to live. The award was presented at the 24th Annual Distinguished Citizen’s Dinner, which was sponsored by the Francis Scott Key District, National Capital Area Council, Boy Scouts of America. The event not only honored Dan’s commitment to Frederick, but raised funds for the National Capital Area Council of Boy Scouts of America who provide scouting across Washington, DC, and counties in Northern Virginia and Maryland. During the dinner which was held at Walker’s Overlook on May 22nd, 2019, Dan was recognized for his many contributions to the Frederick community, and also received citations from local government officials including Governor Larry Hogan. Dan was joined by his family, and several friends and colleagues as he received this prestigious honor.

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Schiffman speaking

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



Daniel J Schiffman, CLU®, CFP®, CLTC®

Wealth Management Advisor

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