Your Plan With Dan

Your Plan With Dan Advisory services offered through Triumph Capital Management, a registered investment advisor.

Meet Dan Mayer, a seasoned financial advisor based in Denver, Colorado. With a passion for helping individuals and businesses achieve their financial goals, he has established himself as an experienced advisor in the world of personal finance. Known for his knowledge, empathy, and commitment to client success, his philosophy emphasizes a personalized, modern, and strategic approach to wealth manag

ement. As the founder of "Your Plan With Dan," he has built a reputation for crafting tailor-made financial plans that align with clients' unique goals and circumstances, covering areas such as retirement planning, investment strategies, and debt management. Dan brings a wealth of knowledge and a personalized touch to every client's journey. Beyond individual consultations, Dan extends his passion for financial education as the host of the "Aspirational Wealth" podcast. He provides a platform for listeners to gain valuable insights and practical tips on their wealth-building journey.

The data tells a consistent story: over time, most active managers underperform the index.Why? Market-cap weighting. Fun...
05/29/2026

The data tells a consistent story: over time, most active managers underperform the index.

Why? Market-cap weighting. Funds like VOO and SPY succeed because they simply follow the market rather than trying to outguess it.

Custom indexing takes that same concept and breaks it down into the individual stocks within the index. Same index exposure, but with a more sophisticated layer of tax optimization.

Want to apply this concept to your investments? Book a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

Even in positive years, markets rarely move in straight lines. Since 1990, every single year has included a pullback — s...
05/27/2026

Even in positive years, markets rarely move in straight lines.

Since 1990, every single year has included a pullback — some mild, others dramatic. The takeaway: volatility is the toll we pay for long-term growth.

If volatility has made you second-guess your plan, let’s revisit your portfolio structure together. Schedule a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

05/26/2026

What can a financial advisor do for you?

Many of my clients say they weren't aware of the wide range of services the right advisor can provide. From college planning to liquidity decisions, your advisor should be supporting you in any financial choice you make.

Want a financial advisor who does more? Let's talk. Schedule a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

For many people, money is a stressful afterthought.Planning, managing, and saving money can be exhausting and overwhelmi...
05/21/2026

For many people, money is a stressful afterthought.

Planning, managing, and saving money can be exhausting and overwhelming. My services are here to make it simple.

Take the first step. Book a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

05/20/2026

The financial tools you use make all the difference.

My website is a great place to start. Whether you've worked with an advisor before or this is your first time, knowing your numbers can make or break your portfolio's success.

If you need more guidance, book a call here: https://loom.ly/UieD7Io



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

Markets are rarely “normal.” Since 1950, few years have fallen in the narrow 5–10% return range. Most years are either b...
05/19/2026

Markets are rarely “normal.”

Since 1950, few years have fallen in the narrow 5–10% return range. Most years are either better or worse.

Successful investors expect that uneven reality and plan accordingly.

If you’re unsure how your plan accounts for that range of outcomes, let’s talk. Book time with me here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

05/15/2026

Ready to level up your portfolio?

Custom indexing is an amazing tool. It adds diversity to your portfolio while maintaining control. It may seem complicated, but I'm ready to walk you through the whole process.

Let's get started. Book a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

The data is clear: more stocks have historically meant higher returns — but also higher swings. Finding the right balanc...
05/14/2026

The data is clear: more stocks have historically meant higher returns — but also higher swings.

Finding the right balance between growth and stability is what financial planning is all about.

Let’s see what risk/reward balance fits your goals. Schedule a call here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

Staying invested is only part of the equation.Equally important is trusting the diversified strategy you built during ca...
05/13/2026

Staying invested is only part of the equation.

Equally important is trusting the diversified strategy you built during calmer times. Many investors experience what’s often called “S&P Envy,” a sense of regret when comparing their diversified portfolio to the strong performance of U.S. stocks.

This feeling tends to grow because diversification can be emotionally challenging. Over time, this pattern can make it feel like the strategy isn’t working, even when it is.

The reality is that diversification is designed to manage risk across full market cycles, not to outperform in every phase. Failing to recognize this can lead to frustration, second-guessing, and ultimately poor investment decisions driven by emotion rather than discipline.

Want to better understand your investments? Book time with me here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

Since 1950, there have been more than 70 market drops of 5 percent or greater. Each one felt like a crisis. None of them...
05/07/2026

Since 1950, there have been more than 70 market drops of 5 percent or greater.

Each one felt like a crisis. None of them stopped long-term growth.

Let’s make sure your plan is built to handle the next one. Book time with me here: https://loom.ly/tucg8V4



*Advisory services offered through Triumph Capital Management, a registered investment advisor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The views and opinions expressed herein are those of Dan Mayer and do not necessarily reflect the views of Triumph Capital Management, its affiliates, or its employees.

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1610 Wynkoop Street Ste 550
Denver, CO
80202

Website

https://meetings.triumphcapitalmanagement.com/meetings/danm3/your-call-with-dan

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