Michael Daudelin is the President and Chief Investment Advisor of Allegiance Financial, where he leads the firm’s investment management and financial planning strategies. With over three decades of experience, Michael specializes in helping clients align their portfolios with long-term goals and risk tolerance, delivering personalized and transparent guidance.
He founded Allegiance Financial in 1992, becoming an early advocate of fee-based, fiduciary advising. His goal was to create a client-first approach that prioritizes objective, unbiased investment advice.Earlier in his career, Michael served as a Financial Consultant at Merrill Lynch, where he gained valuable experience in portfolio construction and client service. His time there helped shape his vision for a more personalized, fiduciary-focused model—one that became the foundation for Allegiance Financial.
Michael earned his undergraduate degree in Business and Professional Studies from Boston University and completed the Certificate in Financial Planning at BU’s Metropolitan College. He lives on the South Shore of Massachusetts with his wife and children. Outside of work, Michael enjoys practicing yoga and spending time outdoors golfing and mountain biking.
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Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
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