Daniel Huffman

You've worked hard to build a successful business, real estate portfolio, or high-income career, but blindly accumulating more wealth isn't the end goal. You want your finances to support the life you want to live today while preparing wisely for the future. My role is to help you make confident financial decisions that align with your values, provide for your family, and create the time and financial freedom to focus on what matters most.

As a fee-only, flat-fee CFP® professional, I take a comprehensive planning approach that goes far beyond traditional investment management. Together, we'll build a financial strategy that coordinates your investments, taxes, retirement, business planning, real estate, and estate planning into one cohesive plan designed to maximize your financial life and the impact your wealth can have over time. Whether your goal is financial independence, greater flexibility with your time, or the ability to give more generously, every recommendation is made with your long-term purpose in mind. I offer my services in one of two tiers based on your life stage. 

Wealth Building is designed for successful professionals, business owners, and real estate investors who are actively building wealth. This ongoing relationship focuses on proactive financial planning, tax strategy, investment management, cash flow optimization, business and real estate planning, risk management, and other key financial decisions to help you intentionally steward your resources while building lasting financial independence.

Annual Fee: $8,000 (billed quarterly)

Legacy Stewardship is designed for households preparing for or living in retirement. As you transition from accumulating wealth to living on it, the focus shifts toward coordinating retirement income planning, Social Security and pension strategies, tax-efficient withdrawal planning, Required Minimum Distributions (RMDs), estate and legacy planning, charitable giving strategies, and ongoing investment management. The goal is to help you confidently enjoy what you've built, care for the people and causes you value most, and make wise financial decisions throughout retirement.

Annual Fee: $12,000 (billed quarterly)

I believe wealth is a tool to be stewarded wisely, not simply accumulated for the sake of accumulation; I believe we were called to more! My passion is helping my clients intentionally use what they've been entrusted with to build a life of purpose, provide well for those they love, and make a lasting impact. Whether you're building wealth or transitioning into retirement, my goal is to help you steward your finances with wisdom and confidence so you can enjoy life today, give generously, and move forward knowing you're making solid financial decisions for your future.