A different kind of advisor. Built that way on purpose.
Dan Basinger, CFP®, BFA™, APMA®
President and Financial Advisor
Dan Basinger, CFP®, APMA®, BFA™, spent his career advising C-suite executives and high net worth clients at a family office, many of whom had $10M or more in assets. The financial situations he worked through weren’t simple — concentrated stock positions, complex executive compensation structures, multi-generational estate planning, and significant tax coordination across a client’s full financial life.
He learned what sophisticated planning actually looks like when the stakes are high and the details matter.
Victory Wealth Management exists because that level of thinking shouldn’t require a multi-million dollar minimum. The corporate professionals, executives, and high net worth families Dan works with have financial lives that are genuinely complex. They deserve an advisor whose background matches that complexity.
Dan works with a deliberately small number of clients. That’s not a constraint: it’s the point. The depth of the relationship, the quality of the attention, the proactive coordination with attorneys and CPAs, can’t scale to 500 clients. So he doesn’t try.
Dan is based in Florida and works with clients across the country. He enjoys everything about the sunshine state, but especially baseball, the beach, and spending time outdoors with his family.
How Dan Thinks about Financial Advice
Most people don’t leave a financial advisor because something went wrong. They leave because they stopped feeling like a priority, and the relationship started to feel transactional, or worse yet, unimportant.
Dan built this practice around the opposite principle. Every client relationship is a long-term partnership. The goal isn’t to deliver a plan and check in annually. It’s to stay actively involved in your financial life — anticipating changes, surfacing opportunities, asking the questions that don’t occur to you until someone who’s seen this before thinks to ask them.
The behavioral finance work matters here too. Making good financial decisions isn’t just about having the right strategy. It’s about staying disciplined when markets are volatile, resisting the instinct to act when patience is the better move, and having an advisor who can help you think clearly when the stakes feel high.