Lincoln Investment
46yrs
Top advisor by experience in Royal Oak
30yrs
Eric Daniel is a fiduciary financial advisor in Royal Oak, Michigan, with 30 years in the industry. Eric joined Daniel Investment Group in 2025, after 15 years at Commonwealth Financial Network. Daniel Investment Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 81 advisors with offices in Royal Oak, and one of 78 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Royal Oak
Office306 S. Washington Ave. Suite 216, Royal Oak, MI 48067
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$981,601
Advisors at the firm3
States licensed ?2 states
Services through Daniel Investment Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowDaniel Investment Group Inc.Current firm
- 2010 – 2025Commonwealth Financial NetworkPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Daniel Investment Group at 248-544-4122 and ask for Eric Daniel. Eric works from the Royal Oak, MI office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1996, about 30 years. Top 16% by experience in Royal Oak.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Daniel Investment Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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