Financial Advisors in Manchester, Tennessee (Coffee County)

Wealth management services for active and retired corporate executives of publicly-traded companies.

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

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