Financial advisors use our tools for easy data analysis and provide clients with actionable advice. Solving client problems efficiently increases value, affirming you as an asset to their future success. DataDriven Advisor’s tools allow more time and energy to give clients exemplary financial planning and advice. 

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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

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