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Matthew M
CFP®, Series 65
Knoxville, TN
Compass Ion Advisors, LLC
Matthew McDaniel is a CFP® professional with nine years of industry experience. He has worked at Compass Ion Advisors, LLC since 2021 and previously at Vision Financial Consulting and JTEKT Corporation. Outside of his advisory role, he provides tax preparation and planning services through McDaniel Tax Advisory LLC. Compass Ion Advisors, LLC serves individuals and families, including high-net-worth clients, as well as various institutions, offering integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm focuses on strategic asset allocation and long-term holding periods, utilizing a range of investment vehicles and regularly monitoring client portfolios.
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