Free Discovery Call for Business Owners - Cut Taxes, Grow Wealth

Why Seek & Find Financial?

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Personalized. Purposeful. Principled.

At Seek & Find Financial, we believe business owners deserve more than generic advice and one-size-fits-all plans. You’ve built something unique — your financial strategy should be too. That’s why we take a hands-on, discovery-first approach rooted in clarity, trust, and long-term partnership.
Founded in 2018, Seek & Find was born from a simple idea: There’s a better way for business owners to grow wealth and cut taxes without feeling overwhelmed or sold to. We believe in leaving no stone unturned. Inspired by Matthew 7:7 — "Ask, and it will be given to you; seek, and you will find..." — our name reflects our mission: to ask better questions, dig deeper, and uncover the right answers for each client’s situation.

We Ask the Right Questions - And Help You Answer Yours

Every client brings a different story, set of values, and financial landscape. That’s why we don’t start with products or assumptions. We start with questions like:
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    Where should I put my money?
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    How much should I set aside — and where?
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    What’s the difference between my 401(k) and other investments?
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    Why do I need life insurance?
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    What the heck is an annuity?
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    I need cash — where should I take it from?
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    How do I get my business ready for sale? And when I do, where do I go from there?
These questions aren’t just financial — they’re personal. They shape your lifestyle, your legacy, and your peace of mind. Our job is to listen, educate, and tailor strategies that reflect your values — not someone else’s playbook.

We Serve People, Not Products

We’re not bound to one investment model or product category. Stocks, bonds, crypto, life insurance, annuities — we look at every tool on the table to build what works for you. Our team is committed to a Fiduciary standard, which means:

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    We always act in your best interest.
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    We recommend what’s right for your situation, not what’s best for our bottom line.
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    We treat your finances like we’d treat our own.

We take that seriously — and it shows in the trust our clients place in us year after year.

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Built for Business Owners
Dan Delaney

Meet the Founder - Daniel Delaney

Daniel Delaney started Seek & Find Financial in 2018 with a belief that business owners deserve honest, straightforward financial advice - without jargon, pressure, or guesswork. With a background in financial services and deep experience working with small business owners, Daniel saw firsthand how many were underserved by traditional firms focused more on products than people.
Daniel built Seek & Find on a foundation of faith, curiosity, and care - knowing that true financial guidance starts with understanding who you are, what you value, and where you want to go. He continues to lead the firm with a hands-on approach, making sure every client gets the attention, creativity, and follow-through they deserve.
Built for Business Owners

Built for Business Owners

We work primarily with small and midsized business owners who are ready to take control of their finances — without having to become financial experts themselves. Our clients are tired of overpaying in taxes, unsure about where their money’s going, and looking for a team that can help them grow what they’ve built.
From tax strategy to investment planning, from retirement to restructuring — we walk alongside you at every stage of your journey.

Ready to See What’s Possible?

Let’s talk about where you are, where you want to be, and how we can help you get there — with a plan that’s tailored, transparent, and truly yours.
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WARRANTIES & DISCLAIMERS
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There are no warranties implied. Seek & Find Financial is a registered investment adviser located in Valparaiso, Indiana. Seek & Find Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Seek & Find Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Seek & Find Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as  Seek & Find Financial solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Seek & Find Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Seek & Find Financial please contact the state securities regulators for those states in which Seek & Find Financial maintains a registration filing. A copy of Seek & Find Financial’s current written disclosure statement discussing Seek & Find Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Seek & Find Financial upon written request. Seek & Find Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Seek & Find Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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