Dakota
Dakota
Book a Demo
Talk to an Expert

Gudorf Financial Group, LLC

EST. AUM
$121,130,421

CONTACTS
2

CLIENT ACCOUNTS
242

Firm Details

Metro area Cincinnati
CRD Number 339836
Website gudorffinancial.com
Client types

Overview

Gudorf Financial Group, LLC is an independent, fee-only financial services firm based in Dayton, Ohio. Founded in 2021 by Daniel (Danny) Gudorf, the firm specializes in holistic wealth management for individuals nearing or in retirement (specifically focusing on those age 50 and older). Operating as a fiduciary, the firm integrates investment planning, tax strategy, and estate planning into a "Multi-Client Family Office" model. It is part of a larger ecosystem of professional services, including the Gudorf Law Group (estate and elder law) and Gudorf Tax Group, providing a coordinated "one-stop-shop" approach to financial stewardship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy