Dan Farrell, CFA, CPA
Founder, AWX Financial
Dan believes the best results come from a plan that is not only well-designed but also clearly understood by the client. Whether working with an individual building a retirement roadmap, a family managing multi-generational wealth, or an institution stewarding assets for a greater mission, Dan helps his clients feel confident knowing not just what their plan is, but why each piece is in place and how it moves them toward their goals.
He takes the time to learn his client’s priorities, challenges, and opportunities, then implements strategies that are practical, actionable, and adaptable. His approach blends disciplined investment management with a focus on relationships, education, and modern tools that make the process collaborative from start to finish.
Dan founded AWX Financial to bring the same level of strategy, care, and investment discipline to individual investors and nonprofits that he once delivered to some of the largest institutional portfolios.
He has spent more than 15 years at leading investment firms including Vanguard, Mercer, and Oppenheimer Funds. Most recently he managed more than $1 billion for nonprofit endowments and foundations.
Outside of work, Dan enjoys time with his young family of five. When time permits, he loves skiing, biking, and golfing. He also serves as board chair of High & Mighty Therapeutic Horseback Riding and Driving Center in Ghent, NY.
contact Dan
dan.farrell@corepln.com
(973) 202-2539