Dan Goldie Financial Services Partners With Loring Ward

SAN JOSE, Calif.--(Business Wire)--
To augment its portfolio management capabilities and client services, the
independent advisory firm, Dan Goldie Financial Services LLC, has partnered with
Loring Ward Financial Inc. ("Loring Ward").

Dan Goldie Financial Services has more than $300 million in assets under
management and serves over 250 individuals and families, mostly in the San
Francisco Bay Area. Founder and President, Daniel C. Goldie, has been recognized
by the San Francisco Business Times as one of the top 25 Bay Area independent
advisors, and by Barron`s Magazine as one of the top 100 independent financial
advisors in the United States.

"Like all the 750+ independent advisors who work with us, Dan Goldie Financial
Services understands the power of outsourcing its back office, reporting and
trading to an experienced partner," said Alex Potts, President and Chief
Executive Officer of Loring Ward. "Our goal is to free Dan from time-consuming
tasks, so he can spend even more time on building and enhancing client
relationships."

A former NCAA singles champion, Dan Goldie began his investment career as an
independent financial advisor in 1991 after retiring from the men's professional
tennis tour, where he was ranked as high as 27th in the world. He holds an A.B.
in economics from Stanford University and an M.B.A. from the Walter A. Haas
School of Business, at the University of California at Berkeley. He also is a
Certified Financial Planner and a Chartered Financial Analyst.

Goldie believes that working with Loring Ward will help position his business
for longevity and future growth.

"Working with Loring Ward will help ensure the long-term growth of our firm,"
said Goldie. "And it will enhance the high-quality advice our clients deserve
and have come to expect."

About Loring Ward

Loring Ward International is headquartered in San Jose, CA. Its subsidiary,
Loring Ward Financial Inc. provides a turnkey asset management program to more
than 750 of America's most knowledgeable and successful investment advisors and
their clients. These services include investment strategies and products, back
office operational processing, education and training, and business development
support. Loring Ward International is a wholly-owned subsidiary of Werba
Reinhard, Inc. For more information, please visit www.loringward.com.

Loring Ward International
William Chettle, 646-285-4783
wchettle@loringward.com

Copyright Business Wire 2009