Our History

In 1982, Daniels & Daniels, Inc. was formed to deliver comprehensive financial planning solutions. A strategic alliance was made with Ann Taylor Tansey, CPA, to provide tax planning and tax preparation for Daniels’ clients. In 2001, Ann Taylor Tansey & Co. P.A. became an affiliated entity of Daniels & Daniels, Inc. The new firm (Daniels + Tansey, LLP) was created with the goal of providing integrated wealth management services and tax planning on a multi-disciplinary basis.

The firm brought comprehensive investment management capabilities in-house in August 2008 to complete the financial services ensemble. Each step in our development has created a building block in a steadfast commitment to provide the highest quality of comprehensive planning with attention to the personal service that clients have come to expect. As a full-service financial ensemble, we are able to develop innovative strategies for wealth accumulation, preservation, and inter-generational transfer.