about us

Hello, I’m Dan Gould. I am an independent, fee-only advisor based in Overland Park, KS. My financial services are available to individuals, families, professionals, and small business owners nationwide. With over 25 years of experience in the financial markets, I provide successful trading and portfolio management strategies from institutional settings.

  • I’m a proud native of Three Rivers, Michigan.
  • Graduated from Bradley University with a degree in International Finance & Quantitative Methods.
  • I live in Leawood, Kansas with my wife, Dana, who works as a preservation architect, our two children, and my son's dog, Scout.
  • I enjoy travel, scuba diving, and snow skiing.

Background and Experience:

I entered the workforce well-prepared. While earning my Finance & Quantitative Methods degree at Bradley University, I became a licensed Series 7 Registered Representative and was awarded a CFA merit scholarship in Zurich, Switzerland. I was also lucky to study Finance & Economics abroad in London, Geneva, and Prague. Those experiences steered me toward a trading career in Chicago. I quickly moved from managing trading desks to senior positions and, ultimately, as a founding partner in a leading trading company. Those diverse experiences, from academic achievements to hands-on roles in trading and risk management, directly influence investment strategy and how we manage risk for you.

Dan Gould | Fee-Only Investment Advisor

WHAT SETS US APART?

Benefits For You

  • Personalized Service - You’ll Speak Directly With Me
  • Compliance & Security - Peace of mind with Charles Scwhab as custodian and security partner.
  • Complete Independence - I Have No Quotas Or AUM Requirements Hanging Over Me - I Choose To Work With People I Want To Work With.
  • A Team Of Estate Planners & Tax Professionals - Work With The Best Professional Available For Your Situation As Opposed To A One-Size-Fits-All Approach.
  • Fee-Only - I Do Not Receive Commissions, Kickbacks, or Trips. You will not have products pushed on you!

Our Philosophy

  • Follow Proven Strategies - We Don’t Try To Time The Market or Make Investments Based On Opinions From Talking Heads On TV.
  • We Actively Manage Risk To Protect Your Assets - Be prepared for the next terror, pandemic, or cyber attack. We work to reduce volatility and minimize drawdowns.
  • Successful Investing Relies On Simple Math - Math can help us reduce taxes in retirement when withdrawing funds.
  • I am fairly risk-averse - To minimize drawdowns and achieve better risk-adjusted returns, we will diversify by investing in multiple strategies.
  • Emphasize Security & Privacy - I apply high standards for protecting my client’s data, information, and assets.
Personalized Financial Services

Why We Do What We Do

I’m from a small blue-collar town, so I understand the value of a dollar. My interest in financial markets began early, and I wanted to help people in my community live their best lives. However, early in my career, there were limited options. Most opportunities involved working for a bank or large brokerage house, selling products with little regard for the client’s interests. The primary aim was to maximize profits for the company, but this wasn't the path I chose to follow.

Fortunately, now there is a structure that allows me to operate independently as a fiduciary, meaning I can help my clients in a way that's most suitable for them. I operate as a lifestyle business, meaning I can choose the families I want to work with. There are no sales quotas or asset requirements that I need to meet, which is the only way I want to operate.

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How We Give Back:

  • We Offer Educational Events For Retirement Planning, Medicare, And Tax Strategies for small private groups and corporate events.
  • We Support Local Youth & High School Athletics.
  • We Offer Free Advice For Three Rivers, Michigan Residents

If you have any questions or concerns, or if you would like to work with me, email me directly at: [email protected]

Get In Touch
Three Streams Financial