547 North Mt. Juliet Road
Our team has many years of experience working with clients just like you!
More than an just advisor, we seek to be your partner, coach, and friend.
What differentiates us from the rest? Our independence, transparency, and passion.
We are proud to offer financial planning and wealth management services. We know how important your family’s future is to you. We also know that unreliable or biased financial advice could put that future in jeopardy. That’s why we go the extra mile to earn your trust.
Our wealth management is fee-based, not driven by commissions. As independent financial advisors, we can offer a full range of investment options – not simply the products of one company.
The first step to becoming a client is to set up an initial discovery meeting to discuss your financial situation and goals. During this meeting, we will determine if we are a good fit.
Assuming we are a fit, the next steps are data gathering, plan development and implementation. We then continue portfolio and plan monitoring though regular follow-ups and reviews to ensure that your plan continues to aligns with your goals.
We believe that building a long-term relationship with each of our clients will provide the best outcome. To do this, we need to earn our clients trust, meaning doing what is right for them and not making promises that we cannot keep.
One decision can easily affect more than one aspect of your financial world. For this reason, we believe that it is important to look at the big picture when providing financial advice.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobel
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett