For over 40 years, Daniel Huffman, CFP®, has had the privilege of serving as a trusted advisor to numerous families and institutions, primarily in the Ashtabula area.
Daniel’s client-first philosophy is rooted in the simple principle of treating others the way he would want to be treated. He begins every client relationship by listening—genuinely understanding each client’s concerns, sensitivities, goals, and family dynamics. His advisory approach extends beyond investments to include guidance on Social Security, risk management, long-term care, and effective estate planning strategies. Daniel and his team employ a discerning investment style, utilizing primarily outside and independent research. He believes that wealth, often the result of many years of hard work, must be carefully preserved as well as grown. As such, he places equal emphasis on preserving assets and achieving adequate returns.
Daniel is a graduate of Indiana University and holds the CERTIFIED FINANCIAL PLANNER® certification. He is also an active member of the Investments & Wealth Institute. As the founding associate of Your Bridge Wealth Management, he has taken great pride in working alongside a dedicated team who share his mission to serve clients with excellence. He has earned Platinum Council status from Wells Fargo Advisors every year from 2009-2025.*
Daniel’s charitable involvement is extensive. He is especially active in his church and community fellowship and has served as president of both the Kiwanis Club and the Ashtabula Chamber of Commerce.
Above all, Daniel is most proud to be the father of eight children who have grown into capable and contributing members of society, each with spouses he deeply admires. His seventeen grandchildren are also a tremendous source of pride and joy. Outside of family life, Daniel enjoys travel, hiking, and refereeing basketball games.
*The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2009-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.