Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville. Our boutique firm is designed with you in mind. We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Money can be complicated, but we believe in making it simple so you can focus on living!
We are an independent, fee-only, registered Investment Advisor. We believe in putting our clients first at all times. Click here to see our fiduciary oath.
The Starting Point
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Values-Based Discovery Session
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Identify Your Goals
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Organize Your Financial Life
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Comprehensive Financial Analysis
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Account Aggregation
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Financial Life Planning
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Financial Independence Retire Early
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Custom Financial Plan
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Simple + Strategic Action Plan
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Unmatched Client Experience
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Fiduciary Financial Advice
Personalized Service Model
Your Personal CFO
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Ongoing Financial Guide
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Strategic Cash Flow Planning
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Student Loan & Debt Planning
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Values-Based Life Planning
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401k & Benefits Planning
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Retirement Planning
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Home/Major Purchase Planning
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Equity Compensation Planning
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Insurance Planning
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Education Planning
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Estate Planning
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Tax-Strategic Planning
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Personal Financial Dashboard
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On-Demand Access to CFP®
Focused Investing
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Focused, Long-Term Investing
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Fundamental Stock Analysis
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Growth + Value
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Continuous Monitoring & Support
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Personal Investment Dashboard
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Behavior Coaching
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Backdoor Roth IRA
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Tax Minimization Strategies
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Low-Cost Investment Selection
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Performance Reporting & Review
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Seamless Experience
Wave Wealth Planning, LLC (WWP or WAVE) is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of WWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.