L. Daniel Akers, Jr., CFP®, CPA
Wealth Advisor, Founding Principal
L. Daniel Akers, Jr., is a founding principal and wealth advisor at Altavista Wealth Management with over 30 years of experience. Dan spends his days serving his high-net-worth individual and institutional clients while also providing administration, budgeting, and corporate governance for the firm. Dan is known for going the extra mile for his clients, not just managing their finances, but also walking with them through lifestyle concerns and family issues, among others. His clients trust him to do the right thing and guide them through any circumstances that come their way, helping them make decisions that benefit them today and in the future. He is passionate about helping clients identify opportunities and avoid financial pitfalls in order to preserve and grow their overall wealth, and his best days are the ones where he gets to celebrate with a client when they have reached a major goal they’ve been working toward together.
Dan has a bachelor’s degree from the University of Virginia and earned an MBA from Wake Forest University. Dan is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He currently serves on the Professional Advisory Committee of the Community Foundation of Western North Carolina and is Chairman of the Blue Ridge Community Health Services Foundation, Inc. Outside of work, Dan loves spending time with his wife, Jennifer, and their three sons. You can often find him volunteering, practicing his semi-fluent Spanish, playing golf, and learning to fly fish. To learn more about Dan, connect with him on LinkedIn.
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