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 37203615-881-3954

Brentwood, TN Financial Advisor
320 Seven Springs Way #250
Brentwood, TN 37027615-881-3954

Franklin, TN Financial Advisor
725 Cool Springs Blvd #600
Franklin, TN 37067615-881-3954
- 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
400 Galleria Parkway, Suite 1500
Atlanta, GA 30339470-428-7040

Atlanta/Alpharetta Financial
Advisor
4555 Mansell Rd Suite 300
Alpharetta, GA 30022470-428-7040

Huntsville, AL Financial
Advisor
7027 Old Madison Pike NW, Suite 108
Huntsville, AL 35806256-617-5175
Florida Region

Tampa Financial Advisor
2202 N. West Shore Blvd., Suite 200
Tampa, Florida 33607813-540-0978

Orlando Financial Advisor
941 West Morse Blvd., Suite 100
Winter Park, Florida 32789407-434-9698

Jacksonville Advisor
822 N. A1A Highway, Suite 310
Ponte Vedra Beach, FL 32082407-434-9698
Midwest Region

Indianapolis Financial Advisor
333 N Alabama St Suite 350;
Indianapolis, IN 46204317-426-1440
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!
