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About Columbus Wealth Management

CWM exists to help you design, implement and monitor a financial plan that puts your goals first, so you can get back to focusing on what matters most to you. 

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Our Expertise

We are highly experienced investment professionals, but we also place significant emphasis on financial planning. Once we build the portfolio that’s right for you, we develop recommendations to optimize your cash flow, retirement, tax, insurance, and estate plans. 

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Our Philosophy

We believe in putting your goals first, and that philosophy is evident in everything we do - from designing your portfolio to helping you manage cash flow. As fiduciaries with a fee-only structure, we strive to minimize conflicts of interest and focus on helping you evaluate the options that are best for you and your family.

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Our Commitment to Results

Matthew has been a CFA Charterholder since 2018 and is committed to following the strict ethics and investment principles outlined in the CFA Program. You can learn more about the CFA Program here. We offer an easy to understand investment philosophy and transparent benchmarking practices to help you monitor your financial progress. 

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Our Experience

We have spent years studying, practicing, and preparing to service you. We have helped hundreds of clients achieve financial success, and we are ready to do the same for you. Managing clients and business operations at two separate firms with nearly $2 billion under management has prepared us to provide you with the level of service and care you and your family deserve. 

Columbus Wealth Management Co-founders

The Team

Matthew and Nick have a lot of similarities (they are brothers after all). They both studied Finance at Miami University's Farmer School of Business, spent seven years at two of the largest fee-only wealth management firms in Columbus, rose to management positions, and overhauled the technology and business processes at their respective firms. They love being with friends and family (especially on a beach or a mountain), and they are dedicated to providing superior service to help their clients reach their goals.

While they have many similarities, they both have unique experiences that have brought them to this point. Sharing those experiences with each other, they have the opportunity to compare notes, move on from the things that didn’t work and build on what did. Their goals and dreams are aligned in becoming the most respected and trusted financial advisors in central-Ohio and beyond. The firm they dreamed of starting for years is finally a reality, and they can't wait to show you what they are capable of.

Columbus Wealth Management Co-founder, Matthew J. Daniel

Matthew J. Daniel, CFA, CFP®

Co-Founder

Chief Investment Officer

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. 

Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. 

Matthew lives downtown in Columbus, and loves going to the gym and spending time in Short North with his friends. He is an avid snowboarder and has a really hard time turning down a trip to Vail, Colorado, or seeing somewhere new with friends and family.

Columbus Wealth Management Co-founder, Nicholas J. Daniel

Nicholas J. Daniel

Co-Founder

Chief Compliance Officer

Prior to founding Columbus Wealth Management, Nick joined a small firm as the seventh employee. In the seven years he was there, assets under management and employee count nearly tripled. Recognizing his role in the company's growth and success, he was offered an opportunity to become a partner of the firm, but decided to leave and create the firm he always dreamed of owning.

 

Nick has worked with some of the wealthiest business owners, corporate executives, and multi-generational families in Columbus. He has been involved in every aspect of their financial lives, including managing portfolios with alternative investments (Limited Partnerships, LLC's, etc.), analysis and management of executive compensation plans, and developing creative solutions for families exceeding lifetime estate and gift tax limits. He forms close relationships with his clients and becomes a trusted resource for anything and everything financial.

Nick lives downtown in Columbus with his wife Kelli and dog Bentley. He loves to travel to new places when he can find the time. Nick always has a new project going on, and when he doesn’t, loves to spend time on a lake, go fishing, or snowboarding with his family.

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