Broker Check
Client Login

Bringing Wealth Management, Tax & Estate Planning Together. All Under One Roof.

Since 2004, we've taken a comprehensive approach to helping clients navigate their financial lives. By bringing together CFP® professionals, CPAs and an estate planning advisor, we offer coordinated guidance across wealth management, taxes and estate planning, all in one convenient place.

Connect With Us

Financial Planning Through a Tax-Intelligent Lens

Integrated Guidance From A Team Of Professionals Working Together For You

Integrated Guidance From A Team Of Professionals Working Together For You

Tax, wealth, and estate planning work better when the professionals behind them work together. Our collaborative team considers every angle, connects each decision, and keeps your best interests at the center of every recommendation.

Meet Each Milestone With A Team Behind You

From meaningful milestones to unexpected transitions, we provide personal guidance grounded in lasting local relationships.

Multi-Generational Families

Bring family priorities, shared wealth, and future generations into one connected plan.

Pre-Retirees & Retirees

Prepare for retirement with a plan built around your resources and desired lifestyle.

Business Owners

Plan for growth, transition, and life beyond ownership with your full picture in view.

Professionals & Executives

Coordinate the financial opportunities your career creates with the life you are building.

Find Your Fit

Discover What Your Wealth Can Support

You have worked hard to build your wealth. Our team can help you understand what it may make possible for your family, future, and the life you want to enjoy.

Start The Conversation
A Process-Driven Approach To Give Every Financial Decision Direction

A Process-Driven Approach To Give Every Financial Decision Direction

Your values and goals shape our approach, while our five-step CFP® process brings structure to the work. Together, they help us organize your full picture, guide each decision, and keep the plan relevant as your life evolves.

How We Work   Our CFP® Process

Curated Insights And Tools For More Confident Wealth Conversations

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Connect With Professionals Who Put Your Priorities First

Every planning relationship at McDaniel Wealth Management PLLC starts with a conversation about where you are and what you want your wealth to support. From there, we bring tax, wealth, and estate perspectives together around your priorities.

Thank you!
Oops!