Dan Breier
MY WHY
Why I Became a Financial Advisor
I’ve spent more than 30 years helping clients and business owners, and 15 years as a business owner myself. That experience taught me something important: financial decisions are hard, and having the right guidance makes all the difference.
Over the past few years, I’ve had the chance to connect with several financial advisors, and it deepened my appreciation for what this work can mean to people.
Business owners face a unique set of financial challenges: cash flow pressures, exit planning, balancing reinvestment with long-term savings. Having lived through all of that myself, I feel well-positioned to walk alongside clients navigating those same decisions.
That experience is what pushed me toward advisory. I want to help people make better decisions with their money, and I believe my background as both a business owner and financial decision-maker gives me a perspective I can bring directly to clients facing similar challenges. This is a second chapter I’m stepping into with a lot of purpose.
About Dan
Before transitioning to financial advisory, Dan spent over 30 years in sales and 15 years as a co-owner of a landscape supply company he built alongside his two brothers and father. During that time, he also served as the business’s financial steward, overseeing its financial operations until the family sold the company in October 2020.
That dual experience as both an operator and a financial decision-maker gives Dan a rare lens when working with business owners. He understands the pressures they face because he has faced them himself, and he brings that empathy and practical knowledge directly to his clients.
Dan holds a bachelor of science in Industrial Engineering from Purdue University and a master of business administration with distinction from DePaul University. He serves on the board of directors for the RCH 22 Foundation.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
