facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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

Headquarters and Mailing Address: 600 12th Ave S #803, Nashville, TN 37203 | Phone: 615-881-3954

Middle Tennessee Region

Nashville, TN Financial Advisor


  • 3102 West End Avenue #400  
    Nashville, TN 37203
  • 615-881-3954
Get Directions >>

Brentwood, TN Financial Advisor


  • 320 Seven Springs Way #250  
    Brentwood, TN 37027
  • 615-881-3954
Get Directions >>

Franklin, TN Financial Advisor


  • 725 Cool Springs Blvd #600  
    Franklin, TN 37067
  • 615-881-3954
Get Directions >>

  • 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

Northwest Atlanta & Cobb
County Financial Advisor


  • 400 Galleria Parkway, Suite 1500 
    Atlanta, GA 30339
  • 470-428-7040
Get Directions >>

Atlanta/Alpharetta Financial
Advisor


  • 4555 Mansell Rd Suite 300
    Alpharetta, GA 30022
  • 470-428-7040
Get Directions >>

Huntsville, AL Financial
Advisor


  • 7027 Old Madison Pike NW, Suite 108 
    Huntsville, AL 35806
  • 256-617-5175
Get Directions >>

Florida Region

Tampa Financial Advisor


  • 2202 N. West Shore Blvd., Suite 200 
    Tampa, Florida 33607
  • 813-540-0978
Get Directions >>

Orlando Financial Advisor


  • 941 West Morse Blvd., Suite 100 
    Winter Park, Florida 32789
  • 407-434-9698
Get Directions >>

Jacksonville Advisor


  • 822 N. A1A Highway, Suite 310 
    Ponte Vedra Beach, FL 32082
  • 407-434-9698
Get Directions >>

Midwest Region

Indianapolis Financial Advisor


  • 333 N Alabama St Suite 350;
    Indianapolis, IN 46204
  • 317-426-1440
Get Directions >>

Carmel Financial Advisor

Get Directions >>

Video Meetings – Bringing the
Planning to You

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!