WHO WE ARE
Precision. Clarity. Follow-Through.
Daly Initiatives is a relationship-driven financial firm bridging credit unions and high-net-worth individuals with best-in-class investment solutions. We value your time. That’s why we show up prepared, communicate clearly, and deliver thoughtful solutions with efficiency, precision, and follow-through.
ABOUT
Michael P. Daly
MSFS, CFP®, ChFC, CLU, FLMI
Founder & Principal, Daly Initiatives
With over 40 years of experience advising business owners and high-net-worth families, Michael combines advanced credentials and real-world insight to deliver trusted, values-driven financial guidance.
Michael P. Daly, Founder of Daly Initiatives, has a Masters of Science degree in Financial Services (MSFS) from the American College and also holds the professional designations of Certified Financial Planner™ Professional (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow of the Life Management Institute (FLMI). He did his undergraduate work at the University of Cincinnati. Prior to founding his company, Daly Initiatives, Michael owned a software company specializing in estate planning and financial planning software. He has spent over 40 years advising closely held business owners and families with substantial estates.