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Matthew McDaniel

Personal Finance, Retirement, Small Business
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“Matthew McDaniel specializes in helping tech and self employed professionals bring clarity to their finances. ”
Firm:

Vision Financial Consulting

Job Title:

Founder & Lead Financial Planner

Biography:

Matthew McDaniel created Vision Financial to be a beacon and financial sherpa in a noisy financial world. VFC believes in building a portfolio that fits clients' level of comfort with risk and has an emphasis on low cost funds, diversified across different asset classes with strong tax efficiency.

Many clients come to VFC not confident in their particular investing style or approach, leading them to feel a strong sense of uncomfortableness about the entire process. This often leads to indecision and lost opportunities, and can cause tremendous amounts of stress and emotion in the investment process. Investing in the markets should feel more like watching grass grow than standing at a craps table in Vegas. Matthew agrees with Warren Buffett on the cornerstone of investing: “Lethargy bordering on sloth remains the cornerstone of our investment style.” 

To that end, VFC proudly operates as a fiduciary to all clients, meaning that it holds the highest ethical obligation to put clients' interests ahead of its own compensation and any other considerations. VFC also has no net worth or assets minimums. All financial planning services are tailored for clients' unique situations. VFC's services include comprehensive financial planning, student loan planning, and investment management. 

Most weekends, Matthew can be found spending time with his wife, Annie, and their son, Benjamin, hiking in the Great Smoky Mountains, or enjoying in great fellowship with friends.

Assets Under Management:

$1 million

Fee Structure:

Fee Only
Monthly

CRD Number:

6726877

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