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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 skyline

Nashville, TN Financial Advisor

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

Brentwood, TN Financial Advisor

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

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

Georgia & Mid-South Region

Marietta Georgia mill

Northwest Atlanta & Cobb
County Financial Advisor

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

Atlanta/Alpharetta Financial
Advisor

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

Huntsville, AL Financial
Advisor

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

Florida Region

tampa sky bridge sunset

Tampa Financial Advisor

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

Orlando Financial Advisor

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

Jacksonville Advisor

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

Midwest Region

downtown indianapolis indiana

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 us by video, 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.

Mel, Steve or Scott 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!