Megaludis Financial

At Megaludis Financial, we take a comprehensive approach to a personalized financial plan that will help you achieve your future goals. Our team is dedicated to providing the confidence and stability necessary for financial security.

We construct individualized plans to suit a variety of clients, including Physicians, Attorneys, Business owners and other successful individuals. Our first objective is to learn about your family, priorities, and goals to ensure that you can meet life's challenges head on. Next, we will organize a thorough plan that gratifies your current situation.

However, we recognize that life is not constant. As yours changes, your plan will be reviewed and revised to ensure that it satisfies your dynamic adventure. Ultimately, the success of your plan depends on how accurately it reflects your wishes and on your commitment to providing for your financial needs and goals.

Our role is to combine our experience with your goals—to offer expert guidance and innovative solutions. We are devoted to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

Mission Statement

Our role as your wealth management team is to bring clarity to your goals and act as the catalyst to implement a strategy to realize your vision. We help people accomplish the most critical financial goals of their lives through effective risk management, wealth creation and preservation. We are committed to forming outstanding relationships built on trust and integrity, encouraging our clients to passionately pursue excellence.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Daniel Megaludis, RICP®
Wealth Management Advisor


Megaludis Financial

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck