Empowering Generations. Closing the Wealth Gap.
Daniels Financial Group is a Private Client Group under Northwestern Mutual, driven by a singular mission: to narrow the wealth gap within the Black community. We provide sophisticated, comprehensive financial planning specifically designed for Black and Brown families.
Our practice is built on a foundation of equity and excellence. We specialize in navigating the intricate financial landscapes of our clients, ensuring that every goal—from wealth accumulation to estate preservation—is met with precision and care.
We provide the strategic tools and expertise necessary to build, protect, and transfer wealth, empowering you to enjoy your life with total peace of mind.
Comprehensive Wealth Management
Our services are designed to address every stage of your financial journey.
Wealth Creation
- Financial Planning: A holistic roadmap tailored to your personal and professional ambitions.
- Investment Management: Professional portfolio strategies to grow your capital.
- Retirement Planning: Strategic mapping to ensure a secure and comfortable future.
Risk Management
- Life Insurance Plans: Protecting your family’s lifestyle and future security.
- Disability Income Insurance: Safeguarding your greatest asset—your ability to earn.
- Long-Term Care Plans: Preparing for health needs without depleting your legacy.
Legacy & Preservation
- Estate Planning: Orchestrating the seamless transfer of wealth to the next generation.
- Tax Planning: Implementing tax-efficient strategies to keep more of what you earn.
- Annuity Plans: Creating guaranteed income streams for lifelong stability.
By the Numbers
- 80+ Families partnered with us in 2025 to secure their legacies.
- $80 Million in Assets Under Management (AUM).
- A Growing Mission: We are actively recruiting and training the next generation of advisors of color to join our fight for financial equity.