Committed to Accessible, Approachable, and Custom Financial Guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Take a walk with us.

Committed to Accessible, Approachable, and Custom Financial Guidance

Krivoshein McDaniels Financial

In January of 2021 Scott Krivoshein and Kim McDaniels became partners and Krivoshein McDaniels Financial was born. Scott had started his company in 2001 and Kim had been on the team since 2011 as an Associate Advisor. Krivoshein McDaniels Financial was monumental name change but the promise Scott and Kim stood behind remained the same. From day one they’ve stood firm on their commitment to customize, personal financial and investment advice that is rooted in compassion and ethics for the clients they serve. This commitment is the foundation to the services Scott, Kim and the entire team provide. “No matter who we are working with or the situation we encounter, we are always grounded in our commitment to our clients.” The Krivoshein McDaniels Financial Team is eager to serve your financial needs, and are so grateful for the Valley they have the opportunity to work in.

Committed to Accessible, Approachable, and Custom Financial Guidance

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Retirement Plans

Helping you establish and oversee a variety of plans

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Families & Individuals

A pragmatic approach to wealth management

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Retirees

Nurturing wealth so you can live a longer, better life.

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Women Investors

Understanding the challenges women face and how to help.

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The most difficult thing is the decision to act, the rest is merely tenacity.

Amelia Earhart