Financial Advisors in Cookeville, Tennessee (Putnam County)

The name of my company is Seven Oaks Financial Planning, named after the little farm on which I was born, and I offer comprehensive, fee-only financial planning for singles and families. I sell nothing but advice and intend to interact with my clients as a fiduciary as I will always place my clients' interests above my own. This allows me to "sit on the same side of the table" with my clients and find the most efficient and cost-effective way for them to reach their financial goals. I also strive to educate my clients as we plan their financial futures together. My primary concern will always be to help my clients reach their financial goals and to insure that they understand what their options are along life's highway. I am a registered investment advisor in the state of Tennessee and have passed the board exam offered by the Certified Financial Planners Board of Standards and am a candidate for the Certified Financial Planner(TM) designation.... See More

Michael Ryan, CFP, MBA
Seven Oaks Financial Planning is a holistic, fee-only planning firm. We are also members of the Alliance of Cambridge Advisors and specialize in helping middle and upper income families reach their financial goals and avoid the pitfalls of a complicated financial market place. We accept no commissions from any source and place our clients' interests above our own. Our primary concern is to see our clients succeed.... See More

As the founder of Oasis Wealth Planning Advisors, Steve loves getting to know his clients by truly listening to their concerns and aspirations and by gaining a deep understanding of their "moving pieces" in their lives. While he loves analyzing the complexities of all these moving parts, he really enjoys his role as a teacher in educating his clients on any gaps that he sees and the pros and cons of alternative strategies. He does not sell products. He delivers tailored advice for his clients. Steve is a fee-only planner and is a member of both the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP).

Involved in the wealth management industry as a tax consultant, attorney, and wealth planner since 1996, Steve provides integrated tax, financial planning, estate planning, and investment advice to affluent and high-net-worth clients. He works with both pre-retirees and retirees as well as focusing on the unique issues of business owners, executives, and doctors. Steve has obtained a JD, CPA, and CFP®.

Oasis Wealth Planning provides tax preparation services, retainer financial planning services where Steve is available to answer questions throughout the year, and investment management. We have a laid-back approach and consider that all questions are good questions.

At Oasis Wealth Planning, Steve's goal is to provide clarity to clients on where they stand today and confidence for tomorrow by taking the right action based on a full understanding of the client's situation.... See More

Landon Loveall
At KB Financial Advisors our mission is to help you capture the "compound return on good decisions."

We all face the same problem when it comes to money. We have too many things to think about and too little time to figure out what to do.

The impact of our work is making your life easier. We will help you arrive at better decisions faster.

The result is that each good decision builds like compound interest in an investment account.

Start today by contacting us to schedule your introductory phone call.... See More

Troy Von Haefen, CFP
Von Haefen Financial Management focuses on your goals and works with you on all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. Financial Planning isn't just about investments. Financial Planning is coordinating your entire financial picture to make sure it's working for you, not against you. We structure your financial plan based on what's important to you. By understanding your goals, values, and needs, we can better assist you on your financial journey. ... See More

Robert Bolen, CFA, CFP
Do you dream of living an inspired life - with peace of mind about money matters? Our job at Envision Wealth Planning is to turn your dreams into reality. Inspired living requires highly developed and passionately pursued life goals. Having peace of mind requites a deep understanding of how financial markets work, a Retirement Income Plan that embodies your personal life goals and a relational worldview perspective. Our desire at Envision Wealth Planning is to help you integrate your money with your life. Integration occurs when your heart felt goals are the reference point for your financial and life decisions. Oftentimes, our clients come to us when going through a financial transition. That is, they have inherited money, lost a spouse, are retiring, selling a business, or having some other “sudden money” event. A changing financial landscape can cause stress to rise and decisions difficult to make. Our proven processes lower stress and help prioritize needs, wants and wishes. Our asset management philosophy is based on rigorous academic research and 25+ years of real world experience. We believe that markets work, proper diversification reduces volatility, risk and return are related and portfolio structure determines performance. We partner with low cost and highly efficient mutual fund families in constructing client portfolios that are built for the long term and are tax efficient. To further Bob's quest to better serve clients he has founded Touchstone Pathway (www.touchstonepathway.com), a customizable client data gathering software service to help advisors know their clients at a deep and personal level and help clients stay the course towards achieving their heartfelt goals and aspirations as their life ebbs and flows.... See More

J. Mark Nickell, CFA, CPA/PFS
J. Mark Nickell has been serving clients in Middle Tennessee and beyond since 1994. We provide independent financial, estate, and investment consel, and we're not affiliated with any other organization. Our singular purpose is to look out for our client's overall financial well-being.
Please visit our website for more on our services and contact information.
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Wealth management services for active and retired corporate executives of publicly-traded companies.

Kerry and Donald have built Assurance Financial Partners, LLC to be a relational centered experience that brings the best of the equities world and the best of the insurance world together in a true planning environment. Redhawk is one of the many tools that we employ to help our clients achieve their goals. It all starts with a specific plan for each individual or family. Kerry Ray Morris is a representative of Redhawk Wealth Advisors, Inc. RWA primarily manages accounts for individuals, pension and profit sharing plans, and high net worth individuals and has more than $65M in assets under management. This advisor is registered with the SEC. This advisor's firm is SEC-registered. Kerry is a member of the Financial Planning Association.... See More