Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Council Rock Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Daniel Hayes, Ameriprise Chairman's Advisory Council, 2019, 2020, 2021, 2022
  • Daniel Hayes, AdvisorHub Advisors to Watch (over $1Bil), 2023
  • Daniel Hayes, Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023
  • Daniel Hayes, Barron’s Top 1,200 Financial Advisors, 2021
  • Mary Beth Fairchild, Forbes Best-in-State Women Wealth Advisors, 2022, 2023

Community participation

Council Rock Wealth Advisory Group - Community participation photo

Council Rock Wealth Advisory Group is committed to alleviating domestic hunger through its partnership with Feeding America®. Our team volunteered locally at Foodlink, Inc. to help organize and distribute food to local communities!

Honored to be recognized in AdvisorHub magazine

All of us at Council Rock Wealth Advisory Group would like to congratulate Dan Hayes and team on being named to the 2023 AdvisorHub Advisors to Watch (over $1Bil) list. This list recognizes advisors who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.