Oneamerica Securities
46yrs
Top advisor by experience in Waltham
29yrs
Daniel Maher is a fiduciary financial advisor in Waltham, Massachusetts, with 29 years in the industry. Daniel joined Eagle Strategies in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 17% by experience at Eagle Strategies
Office201 Jones Road 5th Floor, Waltham, MA 02451
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2012 – nowEagle Strategies LLCCurrent firm
Contact Daniel
(888) 695-3245Firm headquarters in New York, NY. Ask for Daniel. 201 Jones Road 5th FloorWaltham, MA 02451Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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 Daniel
How do I contact Daniel?
Call Eagle Strategies at (888) 695-3245 and ask for Daniel Maher. Daniel works from the Waltham, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1998, about 29 years. Top 17% by experience at Eagle Strategies.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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