• Referral Rewards Program

    Dear Client,   Since we opened our doors in April of 2017, you have embraced our firm and thoughtfully offered us the opportunity to serve your friends, co-workers, and loved ones. We have been amazed by your energetic support for our firm.   As I think about all that we…

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  • Advisor Assisted Robos

    If you’ve noticed a change to more targeted advertising from financial service companies in Memphis and beyond, it’s part of an industry-wide chase to connect with the next generation of clients. They’re coming into their own as mature adults and will inherit a tremendous amount of the wealth in the…

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  • How to Choose a Financial Advisor

    About a year ago I was waiting for someone at a local Memphis restaurant. I looked around and couldn’t help but notice… this place is full of financial advisors. We know our own, and we all dress pretty similar in the daylight. If I were a potential client, I thought, how would I…

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