Daniel Toll named as an award-winning advisor

At The Toll Group, we are very proud that Financial Advisor Daniel Toll  was named a Forbes Best-In-State advisor in 2022, 2023, 2024, and 2025 and an AdvisorHub Advisor to Watch in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Daniel!

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

"Advice beyond investments"

In today’s busy world, clients need more than just investment selection from their financial advisor.  We provide our clients with advice beyond investments, helping them maximize their financial potential by working with them in these six essential areas:

Organization - We help you organize and connect all the puzzle pieces of your financial life to create a complete picture. Being organized is being in control.  

Accountability - We help you to prioritize your goals and show you the steps necessary to achieve them.

Objectivity - At key moments of decision-making, we do the necessary research and consult with you to ensure you have all the information, in order to provide you with customized guidance. 

Proactivity - We help to anticipate your life events by regularly assessing potential transitions and create the action plans necessary to help you manage them ahead of time.  

Education - After thoroughly understanding you, we provide you with the necessary resources to make an empowered decision, while explaining all the pros and cons with each choice. 

Relationship - What matters most to you, matters most to us. By understanding your background, philosophy, needs and objectives, we work collaboratively with you, your CPA, and Attorney, to achieve your best life.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Businessman shopping

The Fed and its dueling dual mandate

May 09, 2025 | Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Read more
Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

May 08, 2025 | RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

Read more

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »