Welcome to the Nashville Office
Meet Your Team
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Tim Cantrell, CFP®, TPCP®
PRINCIPAL INVESTMENT ADVISOR | FINANCIAL PLANNER
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Jack Hudson, CFP®
INVESTMENT ADVISOR | FINANCIAL PLANNER
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Ethan Slate, CFP®
INVESTMENT ADVISOR | FINANCIAL PLANNER
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Cannon Pace
INVESTMENT ADVISOR
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Jesse Johnson
INVESTMENT ADVISOR
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Chris Williams
Chief Compliance Officer
Our Services
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Create a financial plan.
Our goal is to first understand what we call your Personal Economy, which is everything you own, owe, earn, and spend. Once we fully understand your complete financial picture, we can make recommendations that align with your best interest. From there, we work with you to execute and improve your evolving financial plan.
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There is a different way to invest.
Guided by a strong belief in efficient markets and academic research, we help clients build and manage well-diversified portfolios in a cost effective manner. We serve clients who want transparency and results. Our goal is to help clients become disciplined investors who understand the investment process.
Interested in working together?
Your financial journey begins with a clear path to accomplish your financial goals. Our client focused process below helps us get to know you and develop a plan that evolves as your life changes.
Impactful things are in motion from the moment you schedule your initial conversation. In this first in-person or virtual meeting, we will hear your story to determine how we can help. Once we understand where you currently are, then we can help you articulate what you want to accomplish.
Connect
2. Evaluate
A comprehensive look at your life & finances will help reveal your priorities and what changes can be made to provide better results. Our evaluation includes a document deep dive of your current retirement and personal financial accounts.
3. Action
After evaluating every financial and personal asset in your life, we will present a plan of action to improve your results. Our onboarding process could include opening or transferring accounts, rolling over old retirement plans, changing saving rates, and improving your investment choices. The result should be lower costs or improved diversification, and higher expected investment returns.
