At the Intersection of Money and Emotions

At Union Street Financial, we are your financial confidant, planner, and coach.

A Partner Who Sees Your Vision

Planning and investing for your ideal financial future can be emotional.

You may be excited about creating financial stability and building generational wealth, or you may feel anxiety, especially considering stock market volatility and inflation. That’s why you need to partner with Union Street Financial. Through our skilled, hands-on investment management, we take the emotion out of investing.

Multigenerational Wealth Strategies

Union Street Financial brings financial services normally reserved for the ultra-wealthy to Main Street. We’ve broken down the silos between retirement, estate, and taxation to offer you a fully integrated approach to all matters financial.

Investment Management

Investment Management

Our expansive and hands-on approach to investment management gives you the confidence that your portfolio is in order.

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Retirement Planning Solutions

Retirement Planning Solutions

We take a long-term view of your financial picture to create a life after work that is as well-planned as your life while working.

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Stock Options Planning

Stock Options Planning

Stock options are a great incentive that need to be managed effectively. We’ll help you employ the appropriate strategy that’s best for you.

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Our team defines your financial objectives and then develops your fully aligned wealth, retirement, tax, and investment strategy. Your personalized plan is then implemented to get you where you want to be. All in all, we’re your one-stop shop for your total financial well-being.

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We Focus on Your<br/>Money Mindset

We Focus on Your
Money Mindset

Our clients often refer to us as their “financial therapist” because we challenge their investing fears and help them make progress on their financial journey. You can rely on our years of experience and our caring and coaching approach to improve your financial decision-making in pursuit of your goals.

Next-Level Competency and Commitment

One of the most well-known distinctions in the financial advisory industry is a CERTIFIED FINANCIAL PLANNER™ professional. It’s considered a gold standard as it includes rigorous education and testing in many areas of financial planning such as retirement, investing, taxes, and insurance. Dan Gannon, CFP®, is a fiduciary asset manager committed to acting in your best interest.

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Build a Healthier Relationship With Money

With our years of experience and in-depth knowledge of the markets, we will construct a customized plan to manage your assets based on your goals, needs, and personal circumstances.

Connecting You to Your Goals

Your life and priorities determine the financial strategy that’s right for you. Take the next step and schedule your complimentary consultation.

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