Financial Management Advisors, Inc., based out of Tullahoma, TN, is a reputable investment advisory firm serving clients in the area. With over 460 individual clients and more than $100,400,000 in assets under management, they offer personalized financial solutions to meet their clients' unique needs. Specializing in investment management, Financial Management Advisors, Inc. caters to a diverse range of clients, including individuals, employers, and 401K funds. Despite 401K and individual accounts comprising less than 30% of their assets under management, the firm possesses the expertise to effectively handle employer funds. Notably, 60% of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. Financial Management Advisors, Inc. boasts a team of two dedicated professionals who provide comprehensive investment advisory services. Each investment advisor manages an average of approximately $50,200,000 in assets, aligning with the industry average. Notably, James Bratcher is one of the firm's longest-tenured registered advisors, having been with the company since 4011, showcasing his experience and commitment to serving clients. With their extensive experience, commitment to client success, and diverse range of services, Financial Management Advisors, Inc. is a trusted choice for individuals and employers seeking professional investment management solutions in Tullahoma, TN, and beyond.

Eudaimonia Advisors LLC, a local investment advisory firm headquartered in Winchester, TN, is dedicated to providing exceptional financial guidance and management to its clients. With over 590 individual clients and an impressive $293,078,000 in assets under management, they have established a strong reputation in the industry. Their expertise lies in handling employer 401Ks and individual investments, representing approximately half of their assets under management. Eudaimonia Advisors LLC boasts a team with extensive experience in this area, ensuring their clients receive expert advice tailored to their unique financial goals. With six offices strategically located, Eudaimonia Advisors LLC ensures accessibility and convenience for their clients. Their team of 15 employees includes six dedicated investment advisors who deliver personalized solutions and strive to exceed client expectations. Eudaimonia Advisors LLC offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety of options allows clients to choose the arrangement that best aligns with their needs and preferences. Furthermore, Eudaimonia Advisors LLC takes pride in its investment advisory services being entirely discretionary. This means that clients can rely on their team's expertise and decision-making capabilities to manage their assets without constant approval or involvement. The firm's success is also attributed to the dedication and longevity of key advisors such as James Fife, Anna Schoor, and Jeannan Brewer, who have been instrumental in the firm's growth and client satisfaction. Overall, Eudaimonia Advisors LLC sets itself apart through its client-centric approach, extensive industry knowledge, and commitment to helping individuals achieve their financial aspirations.

Ashdon Investment Management, LLC is a small investment advisory firm based out of Tullahoma, TN, with two offices. With a total of five dedicated employees, three of them specialize in providing comprehensive investment advisory services. The firm boasts an impressive average of approximately $110,330,000 in assets under management per investment advisor, which aligns closely with the industry average. Ashdon Investment Management, LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, they exercise discretionary control over 7% of the assets they manage, reflecting their expertise and trustworthiness. Primarily catering to high-net-worth individuals, the firm manages a substantial portfolio of assets. With over 40 individual clients, they oversee an impressive sum of over $330,978,000 in assets under management. This reflects the confidence placed in their services by discerning investors. Among the firm's accomplished staff, David Pruitt and Jennifer English stand out as the longest-tenured registered advisors. Their experience and expertise contribute to the firm's reputation for delivering reliable investment advice and personalized service. Ashdon Investment Management, LLC exemplifies dedication to their clients' financial success and growth. By combining a team of skilled professionals, a solid compensation structure, and a focus on high-net-worth individuals, they strive to provide exceptional investment management services in Tullahoma, TN, and beyond.

Oak Tree Financial Services, LLC is a reputable and experienced investment advisory firm based out of Huntsville, Alabama. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to individuals and employer 401Ks. Each investment advisor at Oak Tree Financial Services, LLC manages an average of $21,910,000 in assets under management, showcasing their expertise in handling substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 240 individual clients and a remarkable $111,916,000 in assets under management, Oak Tree Financial Services, LLC has established itself as a trusted partner for wealth management. Their strong presence in the employer 401K sector highlights their deep knowledge and experience in this area. The firm's investment approach is characterized by their discretion over 100% of the assets they manage, providing clients with peace of mind and confidence in their financial decisions. Oak Tree Financial Services, LLC takes pride in their personalized approach to investment advisory, tailoring strategies to individual client goals and risk tolerances. Located in Huntsville, Alabama, Oak Tree Financial Services, LLC operates from a single office, fostering close relationships with their clients and maintaining a client-centric focus. The firm boasts a team of seasoned advisors, including Jonathan Hornsby, Richard Gregory, and Ronnie Moody, who have contributed significantly to its long-standing success. Overall, Oak Tree Financial Services, LLC is a small yet formidable investment advisory firm that offers tailored solutions, deep industry expertise, and a commitment to helping clients achieve their financial goals.

Mccay Wealth Advisory LLC is a small investment advisory firm based out of Manchester, TN, offering comprehensive wealth management services. With a total of 7 employees, including 2 dedicated investment advisors, the firm possesses a wealth of knowledge and experience in managing assets for both individual and employer 401K clients. The firm's advisors, such as Hayden Proffitt, Emily Mccay, and Brent Mccay, bring extensive expertise to the table, ensuring that clients receive personalized and informed guidance. Mccay Wealth Advisory LLC prides itself on its impressive track record, managing over $247,508,000 in assets under management. Their average assets under management per investment advisor reach an impressive $32,690,000, demonstrating their ability to handle significant portfolios. The firm's compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with options tailored to their needs. The firm maintains a client-centric approach, prioritizing the financial well-being and goals of their more than 400 individual clients. With a commitment to excellence, Mccay Wealth Advisory LLC ensures that 99% of the assets they manage are under discretionary management, allowing for proactive decision-making and streamlined portfolio adjustments. With offices in Manchester, TN, Mccay Wealth Advisory LLC serves clients locally and beyond. Their expertise in employer 401Ks and individual wealth management sets them apart, enabling them to provide effective solutions and strategies for clients' financial needs. Whether it's retirement planning, investment management, or estate planning, the dedicated team at Mccay Wealth Advisory LLC is well-equipped to guide clients towards achieving their financial objectives.