Contact Us Today
Serving Clients in Nashville, Atlanta and Throughout the Southeast, including 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
Brentwood, TN Financial Advisor
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320 Seven Springs Way #250
Brentwood, TN 37027 - 615-881-3954
Franklin, TN Financial Advisor
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725 Cool Springs Blvd #600
Franklin, TN 37067 - 615-881-3954
- 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
Georgia & Mid-South Region
Northwest Atlanta & Cobb
County Financial Advisor
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400 Galleria Parkway, Suite 1500
Atlanta, GA 30339 - 470-428-7040
Atlanta/Alpharetta Financial
Advisor
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4555 Mansell Rd Suite 300
Alpharetta, GA 30022 - 470-428-7040
Huntsville, AL Financial
Advisor
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7027 Old Madison Pike NW, Suite 108
Huntsville, AL 35806 - 256-617-5175
Florida Region
Tampa Financial Advisor
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2202 N. West Shore Blvd., Suite 200
Tampa, Florida 33607 - 813-540-0978
Orlando Financial Advisor
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941 West Morse Blvd., Suite 100
Winter Park, Florida 32789 - 407-434-9698
Jacksonville Advisor
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822 N. A1A Highway, Suite 310
Ponte Vedra Beach, FL 32082 - 407-434-9698
Midwest Region
Indianapolis Financial Advisor
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333 N Alabama St Suite 350;
Indianapolis, IN 46204 - 317-426-1440
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!
