What Darda Financial does

Darda Financial is a privately held, fee-based wealth management and accounting services firm operating from two physical offices in Winston-Salem, North Carolina (headquarters at 740 Bethesda Road SW) and Lithonia, Georgia (regional office at 3636 Panola Rd, Suite A). The firm delivers four core service lines — investment management, financial planning, accountancy, and insurance — supplemented by sub-services such as business valuation, retirement plan analysis and setup, payroll processing, and risk tolerance assessment. Service delivery is advisor-led and relationship-based, relying on personal consultations delivered at office locations and by appointment, with no proprietary technology platform, app, or API evident in the data.

The revenue model combines subscription-style recurring fees from investment advisory and financial planning, professional services fees from outsourced CFO/accountancy engagements, and licensing/commission economics from insurance and annuity product distribution from multiple carriers. Pricing is quote-based and not publicly disclosed; the only listed price point is a $99 plan review (discounted to $49 for new clients) for 401(k)/403(b) analysis. The investment platform is described as fee-based and independent, providing access to mutual funds, ETFs, separate accounts, bonds, and publicly-traded securities under a framework that separates advisory fees from transaction costs. The firm's financial planning methodology is engineered to deliver plans with at least a 20% or greater probability of success.

The firm is founder-led by Danny Freeman, the Principal Financial Advisor, who holds a BBA in Management from the University of Georgia and an MBA in Finance from Wake Forest University and brings over 35 years of experience in banking and finance. Freeman previously taught as an adjunct instructor in the School of Business and Economics at Winston-Salem State University and is the author of 'Building Wealth through Spiritual Health.' Customer segmentation is hybrid, spanning individual investors and families (primary), small businesses and medical/dental practices, and religious/non-profit organizations, with stated service areas across the Georgia (Atlanta metro) and North Carolina (Triad, Triangle, Charlotte) markets.

Name

Darda Financial

Legal name

Darda Financial

Website

https://dardafinancial.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Darda Financial is a privately held fee-based wealth management and accounting firm serving individuals, small businesses, medical/dental practices, churches, and non-profits across Georgia and North Carolina from offices in Winston-Salem, NC and Lithonia, GA.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Outsourced accounting
• Insurance brokerage

Headquarters

HQ city

Winston Salem

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fee-Based Investment Management: The firm operates as a fee-based advisor where fees for investment advice are separate from transaction costs. This transparent model allows clients to understand exactly what they are paying for advisory services versus trading commissions. The firm has access to a wide variety of investment products including mutual funds, ETFs, bonds, and other publicly-traded securities.
2. Financial Planning Services: Customized financial planning services forming the foundation for achieving client financial goals. Plans are tailored to each client's unique situation and include recommendations based on likelihood of success.
3. Accounting and CFO Services: Consulting services for businesses including payroll services, financial statement write-up, federal and state filings, retirement plan analysis and setup, financial analysis, and management review.
4. Insurance Products: Offers life insurance (Term, Whole-Life, Universal Life, Variable), Long-Term Care, Fixed Annuities, and Variable Annuities from various quality insurers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Darda Financial is a fee-based wealth management and accounting services firm that provides investment management, financial planning, outsourced accountancy/CFO services, and insurance products to individuals, families, small businesses, medical/dental practices, churches, and non-profit organizations. The firm delivers personalized advisory services through two physical offices in Winston-Salem, NC and Lithonia, GA, with a transparent model that separates advisory fees from transaction costs.

Product overview

Darda Financial is a comprehensive fee-based wealth management and accounting services firm operating as a single integrated offering rather than a platform-with-modules architecture. The core services include Investment Management, Financial Planning, Accountancy, and Insurance, supported by sub-services such as Business Valuation, Retirement Plan Services, Payroll Services, and Risk Assessment. The firm takes a holistic approach, combining these services to provide comprehensive financial advice focused on the client's best interests.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Fee-based investment advisory service providing independent investment advice with access to mutual funds, ETFs, separate accounts, bonds, and publicly-traded securities, with comprehensive portfolio management tools for individual investors and organizations.
• Financial Planning Personalized financial planning service that assesses current financial status, identifies goals, and develops strategies with probability-based success projections for individuals and families.
• Accountancy Outsourced CFO and accounting services for small businesses, medical/dental practices, non-profits, and churches, including payroll, financial statement preparation, tax filings, and financial management training.
• Insurance Services Life insurance and annuity products including Term, Whole-Life, Universal Life, Variable Life, Long-Term Care, Fixed Annuities, and Variable Annuities sourced from multiple carriers.

Quantifiable outcome

• Financial plans designed with at least 20% or greater probability of success

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Creative Planning: Large fee-only RIA offering integrated wealth management, financial planning, tax, and accounting services to individuals and small businesses—directly comparable to Darda's bundled advisory model but at significantly greater scale.
• Carson Wealth: RIA and wealth management firm serving individuals, families, and small businesses with a multi-office regional model and fee-based advisory services—structurally similar to Darda's two-office footprint and integrated service approach.
• Buckingham Strategic Wealth: Fee-only RIA providing financial planning, investment management, and tax coordination for individuals and families—a closely aligned business model to Darda's wealth management practice with emphasis on transparent, fee-based advice.

Broad incumbents

• Edward Jones: National wealth management firm with thousands of branch offices providing investment advisory, financial planning, and insurance services. Comparable to Darda in its multi-office, advisor-led model, but at vastly greater scale and geographic reach.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with wealth management technology and platforms—an incumbent whose advisor-services infrastructure Darda could leverage or compete against.
• Fisher Investments: Large fee-based investment advisory firm managing portfolios for individuals and institutions. Comparable to Darda in its fee-based philosophy and investment management focus, though operating at much higher AUM scale.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors across the U.S.—a comparable ecosystem participant for advisor-led wealth management practices like Darda.
• Edelman Financial Engines: Large hybrid RIA combining personal advisor relationships with digital planning tools, serving individuals and employer-sponsored plans. Comparable to Darda's integrated planning and investment management offering but with technology-enabled scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Darda Financial