Dan Velcheck, CPA®
Financial Planner
Phone: 314-229-9501
13 Hillcrest Blvd.
Ballwin, MO 63021
As a trusted CPA and Financial Advisor for over two decades, Dan has helped countless individuals and business owners achieve peace of mind through disciplined money management and forward-thinking financial strategies.
With a background in Accounting and Finance from St. Louis University, Dan comprehensively understands his client's unique goals and situations. His personalized services are designed to preserve and grow wealth responsibly over the long term.
Quality and reliability are Dan's top priorities. Clients appreciate his attentiveness to details, timely filing, and advice. Dan's personalized approach fosters strong relationships built on transparency and trust.
Outside of the office, Dan's greatest joy comes from his family - especially enjoying sporting activities with his sons. He finds balance through travel with his loved ones. Dan also proudly gives back through committed volunteer work with his church and the Salvation Army.
Whether for individual taxpayers or business owners, Dan offers a dedicated partner focused on solutions tailored to your priorities. His client-first service approach reflects his values of integrity, community involvement, and family harmony. Get in touch to experience Dan's excellent track record of results.