A Team-Building Mindset From The Beginning
Tim McDaniel’s path to wealth management began with an interest in numbers, sports, and teamwork. After studying math and physics and earning a master’s degree in sports management, he worked at Keeneland alongside a CPA, an experience that helped lead him toward financial planning. He went on to earn his CPA license and CFP® certification before founding McDaniel Wealth Management in 2004. Tim’s connection to teamwork also runs through his family: his father was the football coach at Centre College, where Tim played.
Today, Tim continues to build a team of highly qualified CPAs and financial professionals. That growth has been intentional. Rather than asking one person to have every answer, McDaniel Wealth Management brings different areas of knowledge together so families can benefit from a collaborative perspective across their financial lives.
Simplify Your Strategy With Tax, Wealth, & Estate Professionals Behind Your Plan
We work as one team across tax, wealth, and estate planning, bringing each perspective into the same conversation. That coordination reduces complexity, uncovers connections, and keeps your strategy focused on the life you are building.
Gain Confidence From A Team Committed To Client Clarity
Our role is to make sophisticated planning easier to understand, not harder to follow. We translate the details, clarify the tradeoffs, and show how each recommendation supports your goals, giving you a clearer view of the decisions ahead.
Build Lasting Trust With A Firm That Calls This Community Home
Danville has been home to Tim since he was 10, giving the McDaniel team firsthand insight into the people, relationships, and values that shape the community. Those roots run especially deep in local sports and at Centre College, with the firm supporting Little League, golf, and football programs, and Tim serving as a youth coach and on the Centre College Athletic Advisory Council. That longstanding involvement helps the team bring a genuinely local perspective to the families they serve.
Supporting McDaniel Wealth Management
