Dan Rausch

Financial Advisor

CFP®, MBA, CPA

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Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional , Certified Public Accountant, and financial advisor serving clients nationally from our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School.  Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)

  • Certified Public Accountant (CPA)
  • Certified National Social Security Advisor (NSSA)
  • MBA, Northwestern University - Kellogg School of Management

Many of the clients I work with have complex estate plans and tax needs. You’re ready to take action with a plan to preserve your estate and enrich the lives of your families, but you’re not sure where to start.

I collaborate with all of your professional advisors, estate attorney, CPA, and personal banker, to present a holistic snapshot of your finances and estate plan. Together, we’ll go beyond asset management and integrate efficient estate and tax planning strategies to ensure wealth preservation for you and your beneficiaries.

As a certified financial planner with both tax planning and CFO experience, I understand how complex financial situations require an intentional approach. I’m passionate about educating you to make sound decisions because I understand what’s at stake for you. Wealth management is more than choosing the right investments. It also involves deliberately preserving your wealth, so you feel confident in your tax strategy and family estate plan.

Dan Rausch
The financial planning needs of my clients are interesting and truly unique. No two people, couples or families have the same priorities or goals, so the plan and tactics are always individualized.
Dan Rausch, Financial Advisor

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