Our Story

I didn’t set out with a plan to provide wealth management advice. My academic journey began with a focus on math and physics, ultimately leading to a Master’s in Sports Management. Perhaps it’s no surprise, given that my father was the football coach at Centre College, instilling in me a deep appreciation for sports and teamwork. My path toward financial planning truly began with a position at Keeneland racetrack, where I worked alongside a CPA.

With my CPA license and CFP® certification in hand, I launched McDaniel Wealth Management, PLLC in January 2004. Having lived in Danville since I was ten, this town holds a special place in my heart, and I’m dedicated to growing my practice here. Our current office, once the Gem Supply Store, is particularly meaningful to me; I still remember purchasing my first bike there. We were thrilled when we had the opportunity to buy and restore the building that now serves as our home.

Today, much of my focus is on building a team of highly qualified CPAs and financial professionals. I firmly believe that everyone deserves a personal and comprehensive financial game plan from a trusted advisor. Over the years, we’ve learned that a collaborative approach yields the best results. No single strategy fits all, which is why each client receives our full attention—from planning to execution to follow-up. Every member of the McDaniel Wealth Management team is committed to helping our clients realize their financial dreams.

My passion for community sports remains strong. McDaniel Wealth Management actively sponsors local little league, golf, and football events. I’ve had the privilege of coaching a little league team and currently serve on the Centre College Athletic Advisory Council. It’s our way of giving back to the Danville community that has given us so much.

— Tim McDaniel
CEO and Founder, McDaniel Wealth Management