Mr. Daniel Payson

began his career in the wealth management industry in 2014, gaining valuable experience through various roles in operations before becoming a financial advisor in 2021 and subsequently accepting a partnership position with Dow & Associates in 2022. In 2025 Dan became a branch manager with Ameriprise Financial where he now manages or conducts oversight on over 2 billion dollars in client assets. In practice, Dan specializes in providing comprehensive financial planning and advice to dentists, medical doctors, and other high-income professionals. Through the financial planning process Dan advises on a wide range of topics including student loan management, major purchases, investment strategy, retirement plan selection, insurance coverages, tax planning, asset protection, and multi-generational wealth transfer. Driven by a passion for financial literacy and helping clients navigate complex decisions, Dan empowers professionals and business owners to make smarter financial decisions s