Broker Check
Tim McDaniel, CFP®, CPA

Tim McDaniel, CFP®, CPA

President/CEO, Senior Wealth Advisor

Tim founded McDaniel Wealth Management, PLLC in January 2004 with a mission of offering his clients a unique service—a personal and complete financial game plan. With offices in Danville and Lexington, the firm has grown and has been recognized as an Avantax Elite firm since 2016, as well as a Top 150 firm by AUM by Accounting Today*. 

As a CERTIFIED FINANCIAL PLANNER™ professional and CPA, Tim holds his Series 6- Investment Company and Variable Contracts Products Representative Qualification Exam, 63- Uniform Securities Agent State Law Exam, 7- General Securities Representative Exam and 65- Uniform Investment Adviser Law Exam licenses, and Life and Health, Variable Life and Variable Annuity licenses. He is an Investment Advisor Representative with Avantax Advisory Services ℠.

Tim graduated from Centre College (1992) and earned a Master’s degree from the University of Kentucky (1993). He lives in Danville with his wife, Micki, an estate planning attorney, and their two children, Grace and Will. Tim is an avid sports fan and enjoys playing golf and spending time with family and friends.

*arizent.brightspotcdn.com/8e/46/2f1129d044f4b7de9cca1ef3c65b/top-firms-by-aum.pdf