Memphis wealth & Planning

Get a personalized path to your financial goals.

Our wealth management advisors are here to help guide you in sound financial advice that is tailored to your lifestyle, values, and needs in Memphis and beyond.

Our Services

We Know What It Takes To Create Financial Freedom, Make It Last, And Pass It On.

Let us meet your need for holistic advice with exemplary service. Regardless of your life stage, we’re honored to serve as a trusted partner for all of your financial planning needs.

Our Approach

Working with us is seamless

We know you aren’t starting out from scratch, so we fit in seamlessly to complement your financial life. Our financial planning experience serves to motivate, uncover unknown opportunities, and translate the complicated into confidence.

Here’s what you can expect when working with us:

Discipline in a world of trends and fads

The self-directed investor will chase investment fads and the hottest mutual fund to a 4.7% lifetime average return* – about half of what it should be, and a predictable result of buying high and selling low. We teach you sound investment behaviors over time and outfit you with low-cost investment strategies throughout the accumulation phase.
_{* Dalbar’s Quantitative Analysis of Investor Behavior 2016.}

Strategy Tailored to your values

We do more than manage your money as we continually look for opportunities to improve your plan. We first make sense of your finances by helping you sort through your documents, policies, and investments. From there, we apply your values and provide insights that inspire action and confidence in your financial future.

Technology that works for you

Sorting through multiple logins to view and manage all of your financial information is simply inefficient. When you onboard with us, we aggregate all of your financials into one place. Our leading-edge software gives you total plan ownership, a personalized financial management dashboard, and remote collaboration between you and your advisor.

Open opportunities for personalized results

We carefully choose our partners which allows you investment choice and open access to insurance markets. Our advisory toolkit is second to none, enabling us to tailor a wealth management strategy that’s customized for you.

Harmony among your team

We want to give you back your most precious resource – time. When you don’t have a full team, we’ll set an appointment to bring the necessary legal and accounting specialists to our office for a warm introduction. Once your team is assembled, we guide the strategy so you can focus on what you need to.

Our Advisors

Our team takes a round-table approach to your finances. While you get exclusive 1:1 time with your advisor, we value collaboration and share resources to give our clients expansive financial guidance. Our culture seeks to enhance our intellectual capital for prudent advice, while unrestricted access to financial markets supports your best interests.

JOSHUA BLACK MBA, CFP®

PRESIDENT, PRIVATE WEALTH ADVISOR

JEFF GRIMM, CFP®, CRC®

PRESIDENT, PRIVATE WEALTH ADVISOR

MICHAEL TROUY, MS, CFP®, CIMA®, CSRIC®

INVESTMENT CONSULTANT

We exist to turn noise into knowledge and provide a confident path toward financial success.

text here

$ 0 M

text here

Grow & Preserve Your Financial Legacy

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

A Resource to help you stay organized.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

What our clients say...

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

The MPW Blog

Get our expertise and opinions on all of the financial hot topics.

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Memphis Planning and Wealth are separate entities from LPL Financial.

Jeff Grimm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Memphis wealth & Planning

Get a personalized path to your financial goals.

Our Services

We Know What It Takes To Create Financial Freedom, Make It Last, And Pass It On.

401K Consulting

Coaching

Financial Planning

Gifting Strategies

Guided Wealth

Individual Employee Benefits Consulting

Our Approach

Working with us is seamless

Discipline in a world of trends and fads

Strategy Tailored to your values

Technology that works for you

Open opportunities for personalized results

Harmony among your team

Our Advisors

JOSHUA BLACK MBA, CFP®

PRESIDENT, PRIVATE WEALTH ADVISOR

JEFF GRIMM, CFP®, CRC®

PRESIDENT, PRIVATE WEALTH ADVISOR

MICHAEL TROUY, MS, CFP®, CIMA®, CSRIC®

INVESTMENT CONSULTANT

We exist to turn noise into knowledge and provide a confident path toward financial success.

Grow & Preserve Your Financial Legacy

A Resource to help you stay organized.

What our clients say...

The MPW Blog

What Should I Do With My 401k?

Health Savings Accounts

529 Plans

The Charitable IRA Transfer

Growth vs. Value: Two Approaches to Stock Selection

A Business “Will” can Go a Long Way

Reducing Risk with Diversification

Advisor Assisted Robos

There’s basis in my IRA. What do I do?

False Idols

Time for a New Car! An Insider’s Guide On Your Next Purchase

FREE STEAK!? Annuity Brokers Lure You In to Sell Fear and Guarantees

How to Choose a Financial Advisor

Basis in your IRA? How to Do Your 8606

OUR ADVICE INVOLVES ALL THINGS FINANCIAL. LET US SHOW YOU PLANNING OPPORTUNITIES AND PROVIDE ADVICE-BASED STRATEGIES THAT WORK FOR YOU.

Additional Information

OUR ADVICE INVOLVES ALL THINGS FINANCIAL.

LET US SHOW YOU PLANNING OPPORTUNITIES AND PROVIDE ADVICE-BASED STRATEGIES THAT WORK FOR YOU.