Dan Boles

Business Advisor and Wealth Advisor in Acworth, Georgia

Dan Boles

Business Advisor and Wealth Advisor in Acworth, Georgia

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I believe in hard work and common sense leadership because I know they work. I’ve overcome many obstacles in my life and I’m a better man, husband, father, servant, and leader because of it.

I was born in England, where my Dad, a former USAF airman and telecom pioneer was stationed at RAF Croughton. After a couple years, my parents divorced, and it was time to come back to the States. I spent the next couple years in Warner Robins, where we lived on base. Dad exited the Air Force and began working for I.T.T. which lead us to Dallas, TX., followed by middle Tennessee after he accepted a job with MCI a couple years later. We lived in the suburbs of Nashville until 1993 when his position with MCI was eliminated; he accepted a lateral promotion in Atlanta and we moved to Cartersville, GA. I graduated from Cass High School in 1997, then from Kennesaw State in 2003, where I was active in Pi Kappa Phi (Fraternity), IFC, Student Government, & KSU College Republicans.

In my early 20’s I hit rock bottom. I was near financial ruin. But I never gave up; I worked hard, stayed in school and took every job I could, avoided handouts, and willed my way forward. During that time I met Amanda. She encouraged me, battled beside me, became my best friend and my rock. We married in 2003. A few months later we bought our first house. I remember the pride I felt when we were handed those keys. It was a tiny house but it was ours.

Now, she is a local Pharmacist & Pharmacy Manager, I'm a Business/Wealth Advisor, and we have three beautiful, wonderful, very different children. We're actively seeking opportunities to serve others with our time and talents. We proudly call the Cedarcrest Community, and Paulding County our home. We are blessed to live in such an incredible community surrounded by friends.

Because of my own life experiences, I've learned to appreciate the importance of having a financial plan in place, as well as the importance of income protection, estate planning, and proper risk management. Most Americans are completely unprepared to handle an accident, death, disability, or retirement. Worse yet, these nightmares plague most business owners daily. But I'm on a mission to end those nightmares.

By working with me, my clients have access to a comprehensive suite of financial strategies & solutions and some tremendous resources for business owners.

Let's put them to work for you!

- Dan >>>

  • Education
    • BBA Marketing, Kennesaw State University
    • Life/Health Insurance Licensed (GA)
    • Financial Peace University