Our Firm

McDaniel Wealth Management, PLLC was founded in January 2004 with a mission of offering  clients a unique service - a personal and complete financial game plan. Tim and his team focus on individuals and small businesses intent on providing them comprehensive financial services including investments*, taxes, insurance and estate planning. The goal is to assist  their clients in every aspect of their financial lives.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursuing your dreams.  As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call in our Danville office at (859) 236-0595 or in the Lexington area at  (859) 977-9797.