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WHO WE ARE
A Clear Path Forward
Wave Wealth Planning Co. is an independent & fee-only, fiduciary financial planning and investment management firm. Our firm is based in Nashville, and we serve clients across the country. We believe money should create freedom and confidence to live your version of the good life. That's why every conversation, recommendation, and plan begins with understanding what matters most to you.
The Wave Fiduciary™ Framework
GoodLife Planning™
Financial planning begins with understanding what matters most to you. Together, we'll build a personalized roadmap that aligns your finances with your goals, values, and vision for the future.
WaveFocused Investing™
A disciplined investment approach built on long-term ownership of high-quality businesses. Rather than reacting to short-term market noise, we focus on decisions designed to create lasting value over time.
Ongoing Partnership
Your financial life extends far beyond investments and products. We work closely with clients as their fiduciary, helping them use money as a tool to simplify and improve their life.
MEET YOUR GUIDE
James "Blake" Bowman, CFP®
FOUNDER, WAVE WEALTH PLANNING CO.
Blake believes financial planning is about more than building wealth, it's about building a life that's true to you. As a CERTIFIED FINANCIAL PLANNER® professional and fiduciary, Blake's role is to provide thoughtful guidance, objective advice, and a long-term partnership built on trust.
Whether you're talking about retirement, investing, taxes, or life's next big decision, his goal is always the same: to help you use your resources intentionally to live your version of the good life.
QUESTIONS WE ANSWER
From Pieces to Progress™
Every financial situation is unique. Here are some of the questions we help clients answer.
"Am I on track to retire the way I want?"
"How do I make the most of the wealth I've built?"
"How should my investments fit into my bigger picture?"
"Are all the pieces of my financial plan working together?"
"Are all the pieces of my financial plan working together?"
"How do I align my business plan with my overall plan?"
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