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Daniel Payne, CFA

Find Your Path Forward.

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DWP Investment Management Daniel Payne, CFA
Austin, TX

Serving Clients Nationwide

Find Your Path Forward.

512.270.8230 ext 1

Website

Areas of Focus

  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Owning a Business
  • Retirement Planning

About Me

When it comes to safeguarding your wealth and mapping out your financial future, Daniel Payne brings over 20 years of experience right to your doorstep. Starting out as an investment portfolio manager, he managed a portfolio of over $500 million at Bank of America’s Private Bank. His journey took him through the halls of investment management, investment banking, corporate development, and venture investments, always learning and growing along the way.

Daniel’s financial wisdom is rooted in a rich academic background. With an M.B.A. from Darden School of Business at the University of Virginia and a B.B.A. from Austin College, Daniel holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Beyond the world of finance, Daniel’s dedication echoes on the challenging trails of 100-mile ultra-marathons, where he pushes the boundaries of endurance. From the Oregon Cascades 100 in the Pacific Northwest to the Run Rabbit Run 100 in Colorado, these ultra races serve as powerful metaphors for his approach to wealth management: disciplined, relentless, and strategically oriented towards long-term success.

Why does this matter to you? Because the same grit and resilience that drives Daniel through these extreme races also fuels his commitment to your financial success. As your wealth manager, he approaches every financial challenge with the same determination, prepared to go the distance to ensure your financial future is secure and your goals are met.

Welcome to a partnership with Daniel Payne, where financial acumen meets unwavering commitment and where your wealth management journey is more than just a transaction—it’s a marathon run together, every step of the way.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute

Primary Location

13341 W 290, Austin, TX 78737, USA

Additional Locations

📍 Austin, TX

📍 Dripping Springs, TX

📍 Regus Austin, TX Great HIlls

📍 Regus Austin, TX Rialto I

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Investing in your financial future doesn’t have to be overwhelming or intimidating – it can be empowering.

We know what it takes to make step-by-step, informed decisions that can help lead to long-term success, and we have the experience to guide you through it.

WHAT MAKES US DIFFERENT

✅ Absolutely committed.

There are many things in life you can settle for: an average restaurant experience, a less-than-perfect job, or even an OK seat at a sporting event. But when it comes to something as important and precious as your financial future, you should expect more than just “OK.” Cookie-cutter portfolios, quick-fix solutions, and over-simplified advice just won’t cut it.

✅ Absolutely detailed.

We go beyond the basics to offer comprehensive financial planning and asset management customized to each client’s individual goals, ambitions, and risk tolerance. We are thorough and detailed, while still creating output our clients can easily digest.

✅ Absolutely independent.

As fiduciaries, we are committed to providing unbiased financial advice. We maintain a fee-only structure, so there are no commissions or sales charges associated with our services. We are a self-reliant, independent entity that answers to no other larger financial institutions. Instead of outsourcing our investment management, we keep all operations, financial planning, and investment management in-house.

Education

University of Virginia, Darden School of Business, MBA | Austin College, BA, Business Administration

Hobbies and Interests

  • Running

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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