Financial Advisors in Columbia, Tennessee (Maury 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