Daniel Simard | Financial Planner
Contact Information
dsimard@financialguide.com
43 Constitution Drive, Suite 201 | Bedford, NH | 03310
Daniel approaches financial planning as an act of care, helping families and business owners move forward with confidence and intention. For him, wealth is not simply built but responsibly carried into the future. That perspective was formed early in life. Raised in a Catholic household rooted in compassion and responsibility, Simard learned that real success lies in serving others, a lesson strengthened through his time in seminary and later professional work. That commitment continues to guide how he listens, advises, and advocates for his clients.
Simard’s foundation in accounting gave him a disciplined understanding of tax strategy and financial structure. He pairs that technical rigor with a personal standard of excellence that shapes every client relationship. The result is an advisor who is both analytical and deeply principled, guiding clients toward confident, well-informed financial decisions.
Outside the office, Simard serves as Treasurer of the Exeter Area Chamber of Commerce, remains active in his local church, and helps organize a 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, Simard carries the same quiet intention that defines his career: to build, protect, and serve.
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