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Founding Partner & Chief Executive Officer

As CEO and Co-Founder of WMGNA, Daniel Friedman has led the firm since 1995, pioneering its innovative Tax-Out Financial Solutions™ model and driving its national growth.

Daniel built WMGNA around a unique philosophy: that tax planning is inseparable from financial planning. Under his leadership, the firm introduced a subscription-based model, integrated CPA partnerships, and innovative concepts like “Restylement™”—a reimagined approach to retirement planning. Today, WMGNA has subscribers across more than 35 states, delivering strategies that emphasize tax efficiency, risk management, and long-term success.

28 years in technology, security, and senior leadership roles providing cybersecurity consulting solutions for multiple industries, including deep commercial and military experience in the financial services industry as well as classified government operations.

Served as an officer in the U.S. Marine Corps and received specialized training by the National Security Agency in Signals Intelligence. Upon departure from the military, held executive positions leading IT strategy and related enterprise software services for blue-chip consultancies and publicly traded corporations.

Leading BW Cyber Services, our team has provided cyber-consulting support to multiple small-to-medium-size NFA & SEC Members as well as one of the world’s largest hedge funds.

Learn more about BW Cyber here.

For more than 30 years, I’ve worked at the forefront of wealth management leadership — serving as COO, CCO, consultant, and strategic advisor across RIAs, hybrid firms, family offices, and broker-dealer enterprises.

Today, as a VP and Business Consultant, I partner with advisory firms navigating:

• RIA transitions & independence
• Practice management & service model architecture
• Growth strategy & enterprise value expansion
• Compliance integration & regulatory readiness
• Team structure, succession & leadership alignment

I’ve advised 85+ firms across corporate, hybrid, and independent models, helping leadership teams design scalable infrastructure and intentional growth strategies.

I am the author of The Dance to Independence and co-author of Beyond the Broker, frameworks developed to support advisors building resilient, well-structured enterprises.