Our Mission is to partner with clients to enact positive change and empower them to fulfill their dreams and build legacies through creative financial strategies. 

 

Our Vision 

• To be the premier resource of financial information and advice for our clients. 
• To be innovators in planning strategies. 
• To provide an encouraging atmosphere for our advisors and staff to thrive. 
• To inspire philanthropy. 

 

Our Core Values

Our Mission and Vision are based upon these values: 

• Integrity. Trust can only be earned when all parties are honest, straightforward and reliable. 
• Excellence. Competent advice, financial performance and caring service. 
• Relationships. We believe in building strong relationships with our clients, employees and families. 
• Stewardship. Taking responsible care of that which has been entrusted to us. 
• Generosity. Time, talent and treasures are meant to be shared. 

 

Our Strategy

We will fulfill our Mission and Vision by helping people clarify their goals, evaluate their resources, organize their financial lives and reduce their stress. We design personalized strategies by managing assets, liabilities and cash flow. We will help clients lay the foundation for building a legacy for the next generation. 

 

Our Commitments

We are an independent financial planning firm. We commit to always doing what is in the best interest of the client. We are in the relationship business and successful relationships involve commitments from all parties. We will honor our commitments in the following manners: 

With our clients

• We will work to establish trust so the experience of working with us satisfying 
• We will work to clarify and accomplish financial goals 
• We will strive to deliver consistent investment performance 
• We will provide flexible and creative financial advice and strategies 
• We will invest client money as if it were our own money 
• We will maintain our independence 
• We expect honesty and open communication 

With our advisors

• We will provide the tools and support needed to excel 
• We will aid and expect professional development 
• We will help develop market niches 
• We will provide positive income potential 
• We will share ownership 
• We expect honesty, integrity and commitment to our core values 

With our staff

• We will offer opportunity for a satisfying career 
• We will provide the technology to do the job well 
• We will pay above average income and share in profits 
• We will aid in the development of work skills and education 
• We expect reliability and accountability 

With our business partners

• We will offer a positive experience when dealing with us 
• We will follow proper protocol 
• We will do business in compliance with all rules and regulations 
• We will be honest, ethical and forthright in business dealings 
• We expect our partners to fulfill their commitments to us and to clients 

With the community

• We will be a partner in developing and improving the quality of community life 
• We will do what we can to provide aid in emergency situations 
• We will support positive community organizations 

 

The name of McDaniel Knutson will stand for financial performance and a caring hand in the community 

 

Meet Our Team