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Our team

The people behind your plan.

Real people who understand business ownership. Get to know the advisors who will ask the right questions and build your strategy alongside you.

Daniel Delaney, founder of Seek & Find Financial
Founder

Daniel Delaney

Founder, Seek & Find Financial

Daniel started the firm in 2018 believing business owners deserve honest, straightforward advice without jargon, pressure, or guesswork.

He saw that many owners were underserved by firms focused more on products than people, and built Seek & Find to do the opposite: lead with discovery, act as a fiduciary, and treat every client’s finances as he would his own.

Meet the team

Get to know your advisors

Select anyone to read their bio. Every client works with a team that knows their business, not a call center.

How we work

What every client can count on.

Discovery-led, not product-led

We start with questions about your business, your team, and your goals before recommending anything.

A fiduciary standard

We recommend what suits your situation, not our bottom line, and treat your finances as we would our own.

Working with your team

We work in tandem with your CPA and legal team, or help you build one.

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Talk to someone who gets business ownership.

Book a free discovery call with our team. No pressure, no sales pitch, just a conversation about where you want to go.