Contact Information

We're a fee-only NAPFA registered personal financial planning firm based and registered in Canton Michigan and Franklin Tennessee, but we serve clients worldwide (where it's legal for us to do so).

Feel free to contact us via telephone at the below number Monday through Friday between 9:00 AM and 6:00 PM Central Time (GMT -6). Alternatively, you can send us an e-mail to the below address and we will get back to you within 24 business hours. We work with clients around the world, so your geographic location is not an issue (unless we are not currently legally qualified to do business in your jurisdiction. ) In most cases, we can file the necessary documents to satisfy the legal requirements of your location in order to serve you.

(615) 395-2010 Tennessee
(734) 447-5305 Michigan

(206) 339-7020

Office locations
1735 Forsyth Park Drive
Brentwood, Tennessee 37027-8071

47969 Inveraray Road
Suite 101
Canton, Michigan 48188-4738

General Information: