Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
4yrs
Daniel Monaghan has worked in the financial industry for 4 years and is a financial advisor based in Boston, Massachusetts. Daniel joined Liberty Forge in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Daniel holds the CFP® designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office20 Newbury Street Floor 3, Boston, MA 02116
FirmLiberty Forge
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$1.27 million
Advisors at the firm5
States licensed ?1 state
Services through Liberty Forge
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowLiberty Forge LLCCurrent firm
Contact Daniel
(617) 239-9340Liberty Forge main office 20 Newbury Street Floor 3Boston, MA 02116Office · Get directions Firm websitecivicfinancial.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Liberty Forge at (617) 239-9340 and ask for Daniel Monaghan. Daniel works from the Boston, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Liberty Forge reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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