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Contact Us Today

Serving Clients in Nashville and Throughout the Southeast, including Atlanta, Huntsville, Tampa, Orlando, and Jacksonville (by appointment)


Offering In-Person and  Video Meetings

Headquarter's Contact Information: 600 12th Ave S #803, Nashville, TN 37203  Phone. 615-881-3954

Middle Tennessee Region

Tampa skyline

Nashville, TN Financial Advisor

3102 West End Avenue #400
Nashville, TN 37203

Orlando Skyline

Brentwood, TN Financial Advisor

320 Seven Springs Way #250
Brentwood, TN 37027

Jacksonville Skyline

Franklin, TN Financial Advisor

725 Cool Springs Blvd #600
Franklin, TN 37067

Murfreesboro, TN: 2615 Medical Center Pkwy #1560, Murfreesboro, TN 37129
Green Hills: 40 Burton Hills Blvd #200, Nashville, TN 37215
Hendersonville, TN - By Video or Client Office/Home

Mid-South Region

Tampa skyline

Northwest Atlanta & Cobb County Financial Advisor

400 Galleria Parkway, Suite 1500
Atlanta, GA  30339

Orlando Skyline

Atlanta/Buckhead Financial Advisor

3500 Lenox Rd NE #1500
Atlanta, GA 30326

Jacksonville Skyline

Huntsville, AL Financial Advisor

7027 Old Madison Pike, NW, Suite 108 Huntsville, AL 35806

Florida Region

Tampa skyline

Tampa Financial Advisor

2202 N. West Shore Blvd., Suite 200
Tampa, Florida 33607

Orlando Skyline

Orlando Financial Advisor

941 West Morse Blvd., Suite 100
Winter Park, Florida 32789

Jacksonville Skyline

Jacksonville Advisor

822 N. A1A Highway, Suite 310
Ponte Vedra Beach, FL 32082

Video Meetings – Bringing the Planning to You

Virtual Meeting Couple

Many clients choose to meet virtually, and we are happy to provide those services. Save time and avoid hassle by never leaving your home/office.  

Easy-to-use technology to engage with your advisor.

Ideal for busy professionals, families with active kids, and those that want to avoid the roads.

Our key advisors, Mel and Steve, can meet you in-person, by video conferencing, or a combination. Finding a qualify fee-only financial advisor is difficult - let video conferencing solve the problem and make it easy!

Schedule a Call