Planning Your Way to Prosperity

Providing Guidance in a Complex Financial World

The adventurous journey of financial planning is one many discover to be intimidating, confusing, and difficult to navigate. At Plummer Wealth Strategists, our goal is to act as a lifelong beacon for clients and to make this journey one filled with enlightenment, excitement, confidence, and lifelong prosperity. 

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Our Services

Plummer Wealth Strategists is an independent financial services firm based in Memphis, TN. Our firm currently serves thousands of valued clients across many states and has provided guidance in various financial planning areas for over 40 years. Our core philosophy is centered around the idea that sound, foundational financial planning can not only change the lives of those in the present, but also the many generations to follow. Our goals-driven, multi-stage financial planning process is specifically designed to benefit clients from many walks of life including business owners, entrepreneurs, athletes, families, and industry-professionals. 

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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What We Do & How We Help

Our Team

L.V. Plummer, Jr., CFP®, MBA

Certified Financial Planner™ Practitioner/LPL Wealth Strategist

lv@pwsplanning.com

LeNita Virdure

Client Relations/Operations Director

lenita@pwsplanning.com

Whitney Williams

Client Relationship Manager/Marketing Specialist

whitney@pwsplanning.com

Bobbi Fox

LPL Administrative Assistant

bobbi@pwsplanning.com

Andrea' Leake

Administrative Assistant

andrea.leake@lpl.com

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