About Dan Melville

Managing Partner and Financial Advisor at Financial Voyages

Dan is passionate about helping his clients work toward and achieve their personal and financial goals through honest, individualized guidance. He believes every client deserves a plan that reflects their unique circumstances and values. Whether working with pre-retirees wondering if they’re on track for the future or mature investors focused on estate planning, Dan designs each strategy through careful analysis of goals, risk tolerance, and investment philosophy. His objective guidance and independent solutions are supported by diligent monitoring and clear communication every step of the way. Building long-term relationships remains the cornerstone of his practice.

Dan holds dual Bachelor’s Degrees in Finance and Economics (with honors) from Susquehanna University, and a Master of Business Administration (MBA) from West Chester University. He is a Certified Financial Planner™ (CFP^®) and Certified Fund Specialist (CFS^®) and holds Series 7 and Series 66 registrations through FINRA, along with Life, Disability, and Long-Term Care Insurance licenses.

In addition to his professional achievements, Dan is deeply committed to community service. He has served as Battalion Chief and Vice President of the Perkiomen Township Volunteer Fire Company, is a Land Grantor and Property Owner with Natural Lands Trust, and an Eagle Scout with the Boy Scouts of America. Dan is also an active member of the Institute of Business and Finance, Financial Planners Association, and the Financial Services Institute.

https://www.financialvoyages.com/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Financial Voyages, LLC. Cambridge and Financial Voyages, LLC, are not affiliated.