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Our Mission Statement

McDaniel Wealth Management, PLLC provides a unique service -

personal and complete financial game plan. 

Our Licensed Wealth Advisors are affiliated with HD Vest Investment Services®who utilize a holistic financial approach by reviewing 8 Wealth Management Issues®with each client.  This unique, patented approach can help you take charge of your finances through a comprehensive plan. You will find these eight issues outlined below

As your trusted financial resource, 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 meeting those goals.

Investment Management*

  •  Portfolio Consolidation
  •  Diversification & Investment selection
  •  Asset Allocation & rebalancing strategies

Cash Flow & Debt Management

  •  Debt analysis
  •  Cash Flow Analysis
  •  Banking tools & Products

Family Risk Management

  •  Life & Health
  •  Disability & Long-term care
  •  Wills & Durable Power of Attorney issues
  •  Insurance Reviews

Retirement Planning*

  •  Distribution planning
  •  Stock options
  •  IRAs
  •  Qualified plans
  •  Variable Universal Life (VUL) for accumulation

Education Planning

  • 529 Plans*
  • UGMA / UTMA*
  • Education trust*
  • Financial aid

Legacy Planning

  •  Transfer of assets
  •  Gifting to children/descendants during life
  •  529 Plans*
  •  Charitable giving

Business

  •  Retirement plans
  •  Business succession
  •  Business insurance
  •  Business cash flow management

Special Situations Planning

  •  Marriage and combining assets
  •  Divorce and splitting assets
  •  Special events or special purchases
  •  Special needs children

 *These services are offered by Tim McDaniel through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM