Daniel Myers CFA®, CFP®
Hi 👋🏼 I’m Dan. I seek to help individuals and institutions grow, protect, and steward their wealth through disciplined investing, thoughtful risk management, and portfolios built for the long term.
At Deep Fork, LLC powered by Savvy Wealth, we believe wealth is a responsibility as much as it is an opportunity. Many people work hard to build financial security, but lasting confidence comes from knowing you’re managed with time tested principals to achieve your goals, and the impact you want to have on others. We partner with clients who value prudence, patience, and purpose, bringing clarity and care to complex financial decisions.
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Edmond, OK
“Wealth is a tool. When it’s managed well, it creates freedom—not just for today, but for the people and causes that matter most.”
How can I help?
Investment Management
Risk Management
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Monthly recaps on financial markets. Stay in the loop with Daniel.
Get to know Daniel
Prior to founding Deep Fork, LLC powered by Savvy Wealth, Dan served as a Senior Trust Investment Officer with Arvest Wealth Management. He focuses on helping individuals and institutions manage, and protect their wealth through a comprehensive approach to wealth management that includes asset allocation, investment strategy, and risk management.
Dan brings deep financial expertise and a friendly, thoughtful demeanor to every client relationship, consistently exercising prudent judgment and care on behalf of those he serves. His experience spans more than two decades in the investment industry, where he has worked with high-net-worth clients,managing investment strategies, and navigating complex financial decisions with clarity and discipline.
A fourth-generation Oklahoman, Dan earned his bachelor’s degree in history from Oklahoma State University and a master’s degree in business administration from Oklahoma City University. He has also completed all PhD coursework in financial planning at Texas Tech University. Dan is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.
Dan began his career in the investment industry in 1998 and operated his own investment firm from 2000 to 2012. From 2013 to 2017, he served as a finance instructor at Northeastern State University, teaching courses in investments and personal finance. More recently, he was the Director of Investments at a wealth management firm in Edmond, Oklahoma, where he oversaw investment portfolios for high-net-worth clients.
Dan is the Past President (2024–2025) and a Board Member of the CFA Society Oklahoma and is actively involved in prison ministry through the Oklahoma Department of Corrections via Crossings Community Church in Oklahoma City.
Oklahoma Insurance License #87402
It started earlier than most, when I was 12 years old. One day, my older brother received a check in the mail from Walmart. I asked why a company was sending him money if he didn’t work there. He explained that he owned 100 shares of stock, bought with money he earned from odd jobs, and the company paid him a quarterly dividend.
I remember thinking, “You just sit at home and companies send you money?” When he said yes, I knew I had found something incredible. That moment sparked a lifelong curiosity about investing. I began reading everything I could, and that interest never stopped, it ultimately grew into a career dedicated to helping others understand, build, and benefit from their wealth.
My expertise includes fundamental investing, in-depth financial analysis, and comprehensive wealth management. I focus on understanding what truly drives value, evaluating opportunities with discipline and clarity, and integrating investment strategy into a broader, well-coordinated financial plan.
I work with high-integrity, compassionate, salt-of-the-earth people who value thoughtful, long-term decision-making. They tend to be level-headed investors who see their wealth not just as something to grow, but as something to steward responsibly. These are individuals and families who care about doing the right thing, staying grounded, and making decisions that reflect both prudence and purpose.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
My expertise includes fundamental investing, in-depth financial analysis, and comprehensive wealth management. I focus on understanding what truly drives value, evaluating opportunities with discipline and clarity, and integrating investment strategy into a broader, well-coordinated financial plan.
My approach is grounded in disciplined, high-quality investing with a clear purpose. I focus on seeking to grow and protect wealth not just for its own sake, but to benefit my clients, their families, and the causes that matter most to them. By emphasizing prudent investment practices and thoughtful planning, I help create financial freedom, so clients can pursue their goals and be a meaningful blessing to others.
My favorite part is building deep, personal relationships with clients and growing together over time. I value the opportunity to learn from one another while working toward strong, disciplined investment results that align with each client’s unique needs and long-term goals.
Savvy takes much of the operational work off my plate, allowing me to focus on what matters most, serving my clients and investing their money thoughtfully and effectively.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Dan Myers is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Deep fork is an independent marketing brand name used by Dan Myers for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com . For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
