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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
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Certified Financial Planner™ Practitioner/LPL Wealth Strategist
Client Relations/Operations Director
Client Relationship Manager/Marketing Specialist
LPL Administrative Assistant