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Matthew McDaniel

Outdoor Enthusiast | Father of 2 Boys | Advisor

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.

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300 Conshohocken State Rd #230,
Conshohocken, PA 19428
877.799.6830
[email protected]
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Securities offered through Keel Point Capital LLC, Member FINRA and SIPC. | finra.org | sipc.org | Important Disclosures

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Keel Point Capital LLC, Member FINRA/SIPC

Check the background of this firm on FINRA’s BrokerCheck. | Form ADV 3, Customer Relationship Summary