Daniel Maupin, CFP®
Together we can design a plan that will guide to a successful financial future.
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Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Daniel Maupin, CFP®
Daniel Maupin joined Rather & Kittrell Wealth Management in January 2020 and serves as an Advisor, working with individuals and families to simplify complex financial decisions and help them stay focused on their long-term goals. He believes effective financial advice goes beyond investments alone and is rooted in comprehensive planning, disciplined strategy, and a fiduciary commitment to always act in the client’s best interest.In addition to working directly with families, Daniel partners with corporate retirement plans to support plan sponsors and help employees make confident decisions about their retirement savings.
Daniel graduated summa cum laude from Western Kentucky University with a Bachelor of Science in Finance and a concentration in Personal Financial Planning. He later earned his CERTIFIED FINANCIAL PLANNER® certification in 2022, demonstrating his commitment to maintaining the highest standards of financial advice.
Originally from Kentucky, Daniel remains a passionate Kentucky sports fan. Outside of the office, he enjoys cycling, golfing, and spending time outdoors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
11905 Kingston Pike Knoxville, TN 37934
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.About Rather & Kittrell
Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.At RK, we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.
WEALTH MANAGEMENT PHILOSOPHY
As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.
OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS
✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.
✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.
✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.
✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.
✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.
✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.
What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Education
Western Kentucky University, Bachelor of Science, Finance and Personal Financial Planning
Hobbies and Interests
- Cycling
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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5 Stars
Working with Daniel and the team at Rather & Kittrell has made a tremendous difference for our family. From the very beginning, he took the time to listen to our concerns, understand our goals, and help us create a plan that felt realistic and achievable. He has provided thoughtful guidance every step of the way, helping us make smarter investment decisions and prepare for retirement through our 401(k). What stands out most is that he has never made us feel like just another client. Rather & Kittrell genuinely care about what is most important to our family and our future. Additionally, Daniel has never rushed us or overwhelmed us with financial jargon, and always makes sure we understand our options and felt comfortable moving forward. Because of their support and expertise, we feel more confident and secure about where we are financially and where we're headed. We are incredibly grateful for their guidance and highly recommend them to anyone looking for financial advisors who are knowledgeable, trustworthy, and truly invested in their clients' success.
5 Stars
After years of self-managing our retirement savings, I connected with Lytle Rather at Rather & Kittrell. My wife and I were immediately impressed with the focus on getting to know us and understanding the things that we want for our own quality of life. Not some generic formula or protocol, but intentional about planning for the specific lives we want. Since signing on with Lytle, Daniel and the team we have been extremely happy with all aspects their management. Follow-ups occur regularly and they are there for us immediately any time that we need them. We frankly should have sought professional management sooner and are fortunate to have connected with a team that is 100% committed to making sure we remain in the best possible position to live the lives we envision. These folks have been a game changer for us.
5 Stars
Daniel has been with us from the beginning of our journey with R&K. He is truly the best advisor! He frequently has a very detailed review with us in person. It is a great time to ask questions. He is very knowledgeable and has guided us as we move closer to retirement. My favorite quality that Daniel exhibits is his ability to really listen! That is a rare thing these days. He is truly interested in our family and asks for updates. He also responds so quickly to emails and phone calls. We know that we are in great hands and look forward to many years of continuing this special relationship.
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