Welcome to The Wealth Expedition!
My name is Daniel Lancaster, and my mission is to provide quality financial education in a way which helps you to more fully understand, and effectively use, the financial tools available in today’s world.
We live in a time like no other, and I believe that anyone can live a life of financial abundance using a combination of simple tools and positive habits.
I have twelve years of experience in the financial industry, having advised hundreds of clients across the US and the UK. I also earned my CFA Charter in 2021, for which I logged over a thousand hours of study time in micro and macro financial concepts.
About Us
I saw all kinds of decisions, mindsets, biases, and questions from investors and advisors alike; I saw the good and the bad.
Now I hope to use that experience and knowledge to break down the essential building blocks to the creation of wealth.
It is my firm belief that anyone can build a strong financial foundation by establishing micro habits of thinking and action, in combination with the utilization of today’s financial toolset. All of these combined elements make up the whole, the composite, which can lead to goal achievement and living the life of one’s dreams.
It is important to note that I do not provide financial advice. This is simply education of concepts and tools, which I believe will serve you not only today, but for a lifetime! I no longer hold a financial license because I am semi-retired and location independent. Anyone seeking advice for their personal situation should seek out a licensed financial advisor for that purpose.
I hope you enjoy the content, and look forward to seeing you progress toward a great financial future!
