NICE TO MEET YOU
I'm Bryan Daly, CFP®
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I didn’t grow up with a silver spoon—just a strong work ethic and a deep desire to help people live with purpose and peace of mind. After working with hundreds of families navigating retirement, taxes, and estate planning, I saw the same thing again and again: smart people making costly mistakes simply because no one ever showed them a better way.
That’s why I started Legacy Wealth Builder—to give retirees and families the tools, trust, and team they need to leave a legacy, not a mess. I’ll help you protect what you’ve built, reduce your lifetime tax burden, and create a retirement plan that’s both simple and powerful.
Experience & Credentials
Bryan's career began just before BLACK MONDAY on Wall Street, where he witnessed firsthand how quickly markets can destroy dreams. This experience shaped his commitment to helping clients achieve true financial security through prudent planning.
With education from Rutgers University (BS Accounting) and Florida Atlantic University (Masters in Taxation), Bryan understands not just what IS taught about money and finance, but critically, what is NOT taught in traditional education.
What Makes Bryan Different
Bryan is a completely independent, fee-based fiduciary and Registered Investment Adviser (RIA). Unlike many financial advisers, he owes no allegiance to any brokerage firm, financial product company, or investment provider. This independence allows him complete objectivity while being legally required to put his clients' interests first.
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NICE TO MEET YOU
I'm Ellen Daly
Ellen handles the all the administration of New Life Financial Planning.
She interacts with clients and assists in the implementation of firm operations.
Ellen excels at making the office run smoothly by frequently interacting with clients
and answering general office phone calls and emails so that our financial planners can focus on helping our clients.
NICE TO MEET YOU
I'm Dave Montgomery
Contact Dave
Financial Solutions Professional
Making complex financial decisions… simple.
Dave Montgomery is a trusted financial professional with over 40 years of experience helping individuals, families, and business owners navigate the complex world of finance with clarity and confidence. Throughout his distinguished career, Dave has guided clients through all stages of life, from building and protecting wealth to preparing for retirement and creating lasting legacies, with expertise in retirement and income planning, investment strategies, risk management, tax-efficient wealth transfer, and estate planning.
Known for his calm, thoughtful approach, Dave excels at translating complex financial concepts into clear, actionable strategies that align with his clients' life goals, making every financial decision feel simple and understandable. His mission is to provide clients with the knowledge and peace of mind they need to make informed choices about their financial future, and when he's not serving clients, Dave enjoys spending time with family, contributing to his community, and sharing the financial wisdom he's cultivated over a lifetime of helping others succeed.