Daniel J. Friedman

As CEO and Co-Founder of WMGNA, Daniel Friedman has led the firm since 1995, pioneering its innovative Tax-Out Financial Solutions™ model and driving its national growth.

Daniel built WMGNA around a unique philosophy: that tax planning is inseparable from financial planning. Under his leadership, the firm introduced a subscription-based model, integrated CPA partnerships, and innovative concepts like “Restylement™”—a reimagined approach to retirement planning. Today, WMGNA has subscribers across more than 35 states, delivering strategies that emphasize tax efficiency, risk management, and long-term success.

A graduate of Denison University with a degree in History. He remains active in his community, serving on the Advisory Board for The Miracle League of Connecticut and maintaining strong ties with the University of Hartford. Daniel lives in West Hartford, CT and enjoys travel, reading biographies, fitness, and spending time with his three adult sons.