Daniel Simard | Financial Planner
Contact Information
dsimard@financialguide.com
603.795.0581
43 Constitution Drive, Suite 201 | Bedford, NH | 03310
Daniel Simard approaches financial planning as an act of care—helping families and business owners move forward with confidence and intention. That perspective was shaped early in life. Raised in a Catholic household grounded in compassion and responsibility, Dan learned that true success is found in service to others, a lesson deepened through his time in seminary and later professional experience. That commitment continues to guide how he listens, advises, and advocates for his clients.
With a foundation in accounting, Dan brings disciplined insight into tax strategy and financial structure. He pairs that technical rigor with a personal standard of excellence that informs every client relationship. The result is an advisor who is both analytical and deeply principled, helping clients make confident, well-informed financial decisions.
Outside the office, Dan serves as Treasurer of the Exeter Area Chamber of Commerce, remains active in his local church, and helps organize an annual charitable golf tournament that raises approximately $50,000 each year for New Generations, a nonprofit supporting mothers and children experiencing homelessness. He lives in New Hampshire with his wife, Samantha, and their three children—Josephina, Ezekiel, and Lionel. Whether on the golf course, a pickleball court, or working on a carpentry project, Dan brings the same quiet intention that defines his career: to build, protect, and serve.
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