Wealth Management for Business Owners

If you are like most small business owners, 80% of your net worth is tied directly to your business. In addition to tax-efficient saving and investing, maximizing the sellable value of your company is vital to realizing your financial goals.

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We know how it is, we’re business owners as well, and we’re passionate about helping identify and overcome challenges to help you lead a high quality of life as a business owner, not just in retirement. Think of us as a Certified Financial Planner ® AND a business coach. We’ll give you the financial confidence and local resources to:


  • Create opportunity for new employees so you can take back your time
  • Delegate roles that take away from your essential value
  • Discover external partners in banking, insurance, accounting, legal, payroll, and digital marketing.
  • Design employee benefits programs to help you retain your talent

With our goal of total client focus, we can work through and implement on some or all the following areas:


  • 401k Design or Takeover with Profit Sharing and Cash Balance
  • Life insurance Cross Purchase, Buy/Sell
  • Business transition planning
  • Retirement planning
  • Trust and estate planning

Memphis Planning and Wealth has a history of helping small businesses grow with foresight and intention so they can focus on what matters most. Trust in us as we help create financial confidence while building a legacy you can be proud of!


What Makes Us Different?

MPW Advisors Are Not On Contract

Each advisor owns their own book of business, and only works for their clients.

Culture of Collaboration

We all have different specialties and we’re here to help each other provide great advice.

We deleted the hierarchy

Cutting out the middle management and CEO allows us to reduce fees and keep more money in our clients’ plans.

No sales goals

We don’t forsake our relationships to chase the next one, and we don’t harass your network for referrals.

We control our brand

Every advisor believes clients deserve holistic advice and concierge-level financial consulting service.

Hand Picked Technology

We invest in our relationships with powerful tools that organize and motivate, giving clients total ownership of their plan.

Referrals You Can Trust

Our network is reputation-based. We do not give or receive compensation from Accountants, Attorneys, or Bankers.

No Proprietary Financial Products

Open architecture enables our financial advisors to provide our relationships with an appropriate fit at competitive prices.