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Daniel Ortega

Daniel Ortega, Founding partner

CFP®

Founding partner

Daniel Ortega

Daniel founded Averline in 2009 after twelve years in corporate finance. He works with owners before, during and after the sale of their company.

Focus

Business owners and exit planning

Languages

English, Spanish

Phone

(713) 555-0148

Email

daniel@averline.example

Book with Daniel

Their work

Work led

by this advisor.

Case studies

Founder, multi-location dental group

Founder, multi-location dental group

A dental group owner prepares for a $14M sale

$1.2M

in projected tax savings

Articles

Selling your business: a checklist for the two years before

8 min read

Selling your business: a checklist for the two years before

Fee-only or commission: how your advisor is paid matters

4 min read

Fee-only or commission: how your advisor is paid matters

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

Averline

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

Averline

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

Averline

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