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Upcoming Webinar: Empowering Women Investors. April 30 @ Noon EDT

Meet Dan McHugh, CFP®, CPA


(800) 345-4783


About Dan

Dan is dedicated to understanding the available solutions to all of life’s financial challenges. Hence, the impressive string of letters after his name. He is a licensed Certified Public Accountant with a Professional Specialist certification as well as a CERTIFIED FINANCIAL PLANNER™. 

As a financial adviser, Dan creates and implements comprehensive financial plans for families and individuals that are tailored to their specific needs and goals. This includes everything from providing Social Security and tax guidance to overseeing investment accounts and 401(k)s.

Prior to joining Advance Capital in 2010, he was a senior staff accountant at UHY LLP. He is a graduate of Western Michigan University, where he earned a BBA in both Personal Financial Planning and Accountancy.

His memberships include the American Institute of Certified Public Accountants and the Financial Planning Association, and he serves on the Finance Council at St. Anastasia.

Connect with Dan on LinkedIn

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • Licensed CPA (Certified Public Accountant) in the State of Michigan
  • BBA in Accounting and Personal Financial Planning, Western Michigan University


How do you explain your role to people who are not in the industry?

How would you describe Advance Capital's culture?

How does Advance Capital's culture and resources contribute to your work?

What do you find most rewarding about your work?

What is your favorite piece of advice?


Dan is an avid pickleball player who plays competitively and has won numerous tournaments. You can find him playing on courts throughout metro Detroit – and he’s always up for a game!