Matthew McDaniel

Matthew joined Compass Ion Advisors in 2020. He works directly with families and institutions, providing comprehensive financial planning, investment management services, and strategic tax planning. Matthew has a special interest and unique expertise with all forms of equity compensation, such as Founder Stock, Incentive Stock Options, Restricted Stock, and Non-Qualified Stock Options. He also carries specific experience with IPOs and exits of Small Business Owners.

Matthew is an Enrolled Agent. An Enrolled Agent is a tax advisor, who is federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Matthew also holds the Series 65 and in process of obtaining his Certified Financial Planner™ (CFP®) designation. He is a board member for his local Financial Planning Association chapter.