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Danielle R. Yoch, CFP®​

 

 

Danielle Yoch, CFP®, is the principal at Montrose Park Advisors, located in Radnor, PA. Founded in 2014, the Montrose Park Advisors team is known for its client-centered approach, offering high-touch and personalized, financial planning services to individuals and families in Pennsylvania and beyond.

 

Danielle has been practicing for more than 20 years. Her dedication to her clients is evident in her nurturing approach to financial planning, particularly during life transitions. Together with her partner, Elliott Miller, they have quadrupled the firm's assets under advisement since 2015. Under her leadership, Montrose Park Advisors is currently expanding its team and working on new client service initiatives.

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Danielle is an exceptional listener who seeks to understand her clients' anxieties and needs, crafting custom solutions to guide them toward their desired financial paths. Her first client, who she has helped over the course of two decades to navigate significant life events including children's education, parent’s care, and estate management, exemplifies her long-term commitment to clients.

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Beyond her professional achievements, Danielle is deeply involved in nonprofit work; she has served on the boards of several organizations including Family Support Line, a children's advocacy center. She holds a BSBA, with a concentration in finance from Boston University and has received numerous accolades, including the 2022 Businesswoman of the Year Award from the Women's Business Connection of Chester County and the Five Star Wealth Manager Award.

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Danielle R. Yoch, CFP®

Principal

Montrose Park Advisors
Website: https://www.montroseparkadvisors.com 

LinkedIn: https://www.linkedin.com/in/danielleyoch 

Facebook: https://www.facebook.com/mpadvisorsradnor