Dailey Wealth Management

What Dailey Wealth Management does

Dailey Wealth Management is an independent, single-office financial advisory practice headquartered in Centennial, Colorado, serving individual investors and families primarily seeking retirement strategies, investment management, estate planning, insurance, and tax planning guidance. The firm runs a consultative, sales-led process structured around a three-step Discover-Evaluate-Plan methodology, with prospective clients scheduling appointments through Greminders and onboarding through a custom financial plan tailored to their goals and risk tolerance.

The firm's product surface is a mix of regulated advisory delivery and educational content. Securities and investment advisory services are delivered through a core partnership with Osaic Wealth, Inc. (member FINRA/SIPC), which provides the regulated broker-dealer and custody infrastructure. Layered on top is a Resource Center comprising articles, videos, and an extensive calculator suite covering retirement, investment, estate, insurance, tax, money, and lifestyle topics. All underlying technology — site templates, scheduling, client login (raaequipt), and custody — is third-party; the firm operates no proprietary technology platform.

Revenue is generated through advisory fees and/or commissions on investment and insurance products sold to clients via the Osaic Wealth channel. The firm is licensed to serve residents across 21 U.S. states. Go-to-market is content-driven (SEO/top-of-funnel educational content) feeding consultative in-person or remote discovery meetings. The firm has no disclosed parent company, no funding history, no headcount data, and no public pricing schedule, consistent with a small, privately held advisory practice rather than a scaled RIA or wealthtech platform.

Name

Dailey Wealth Management

Legal name

Dailey Wealth Management

Website

https://daileywealthmanagement.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Dailey Wealth Management is an independent, single-office financial advisory firm in Centennial, Colorado, offering retirement, investment, estate, insurance, and tax planning to individual investors and families, delivered through Osaic Wealth, Inc. for regulated services.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Retirement planning services
• Wealth management advisory
• Investment advisory services
• Financial planning firm
• Estate planning resources

Headquarters

HQ city

Centennial

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities and Investment Advisory Services: The firm offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Revenue is generated through advisory fees and/or commissions on investment and insurance products sold to clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Dailey Wealth Management is an independent financial services firm that helps individuals and families create retirement strategies using a variety of investment and insurance products tailored to client needs and objectives. Services are delivered through a three-step consultative process (Discover, Evaluate, Plan) and include retirement planning, investment advisory services (via Osaic Wealth, Inc.), estate planning guidance, insurance planning, and tax planning resources.

Product overview

Dailey Wealth Management is a financial advisory firm that provides comprehensive wealth management services to individuals seeking retirement strategies. The firm operates as an independent financial services firm that combines multiple service offerings: investment advisory and securities services (through Osaic Wealth, Inc.), retirement planning, estate planning resources, insurance planning, and tax planning guidance. The company offers a Resource Center featuring financial calculators and educational content across retirement, investment, estate, insurance, tax, money, and lifestyle categories. All services are customized to individual client needs and objectives, with the firm emphasizing long-term relationships and open communication.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive financial advisory service for individuals and families that creates customized retirement strategies using a mix of investment and insurance products tailored to client goals and risk tolerance.
• Retirement Planning Planning service helping clients define their ideal retirement and build the income, savings, and Social Security strategy needed to pursue it.
• Investment Advisory Services Securities and investment advisory services offered through Osaic Wealth, Inc. to help clients build and manage investment portfolios aligned with their goals and risk tolerance.
• Estate Planning Planning service providing guidance on wills, trusts, and asset transfer strategies to help clients manage and transfer their estates.
• Insurance Planning Planning service providing guidance on life insurance, disability insurance, long-term care coverage, and Medicare planning to address client protection needs.
• Tax Planning Planning service providing guidance on income taxes, tax brackets, deductions, and tax-efficient strategies to help clients optimize their tax position.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorDailey Wealth Management provides securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. This is a core distribution partnership for delivering regulated financial services to clients. Osaic Wealth is separately owned from Dailey Wealth Management.
• SunFox FinancialminorStrategic or Co-development PartnerListed as a partner on the Dailey Wealth Management website with a link to www.sunfoxfinancial.com. Nature of partnership appears to be collaborative referral or co-service arrangement for financial planning services.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Schwab Wealth Advisory: Schwab's discretionary wealth advisory service for individuals and families covering retirement, investment, and estate planning. Directly competes for the same mass-affluent retirement-planning client persona as Dailey, with similar multi-state service capability.
• Fisher Investments: Large independent investment advisory firm primarily serving high-net-worth and mass-affluent individuals with portfolio management. Overlaps with Dailey's investment advisory line; comparable independent fiduciary positioning.
• Mariner Wealth Advisors: National independent RIA offering retirement planning, investment advisory, estate, and tax services to individuals. Shares Dailey's independent RIA model and holistic planning orientation, but operates at much larger scale across many states.
• Mercer Advisors: National registered investment advisor providing retirement income planning, investment management, estate, and tax planning. Highly comparable service mix and target client (mass-affluent pre-retirees and retirees) as Dailey Wealth Management.
• Carson Wealth: Independent RIA platform serving individuals and families with retirement, investment, and estate planning services through affiliated advisor firms. Comparable to Dailey in targeting mass-affluent clients with comprehensive planning under an independent fiduciary model.
• Edward Jones: Large traditional wealth management firm with nationwide offices serving individual investors with retirement, investment, and insurance products. Overlaps with Dailey's individual-investor focus and insurance-product distribution model through B-D affiliation.
• Creative Planning: Large national independent RIA providing comprehensive wealth management, retirement, estate, and tax planning to individuals and families. Comparable to Dailey in service breadth and independence positioning, but at significantly greater scale.

Direct peers

• Pure Financial Advisors: Independent fee-only RIA serving individuals and retirees with retirement income planning, investment management, and tax strategies. Closely comparable in business model (independent RIA, comprehensive retirement planning for individuals) and target market to Dailey Wealth Management.

Emerging players

• Betterment: Leading robo-advisor and digital wealth platform providing automated retirement and investment planning to mass-affluent individuals. Competes for the same retirement-planning client persona as Dailey but at significantly lower fees and broader scale.
• Facet Wealth: Digital-first flat-fee financial planning and investment advisory firm serving individuals nationwide without geographic restriction. Comparable to Dailey's RIA-based comprehensive retirement planning, but competes via tech-enabled scaling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

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 Dailey Wealth Management