Daniel Blaha, CEO

I started Forge Financial because people deserve clear, honest advice—without sales pressure, corporate agendas, or confusing jargon. I’ve been in the financial planning and investment world since 2011, and over the years, I’ve seen how easy it is for good people to get lost in a system that wasn’t built for them. We’re changing that.

At Forge Financial, we work best with high earners, small business owners, and retired people. I’m a Certified Financial Planner™ (CFP®) and Certified Tax Specialist® (CTS®). I’ve built systems that help clients, accountants, and advisors all stay on the same page—so your financial plan actually works in real life, not just on paper. And I’ve developed an investment framework that enables us to be nimble, balanced, efficient, and tax-sensitive when managing your money.

These days, I spend my time guiding clients, supporting our advisory team, and teaching strategies that simplify life and build real wealth. When I’m not working, you’ll find me training at Trinity Fitness, playing chess with my sons and my dad, or traveling with my wife to engage and encourage entrepreneurs and ministry leaders around the country.