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The Wave Fiduciary™ Framework

PLANNING, INVESTING, PARTNERSHIP

Our Mission

We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Every client works one-on-one with their fee-only, Fiduciary CFP® (10+ years experience). Money can be complicated, but we believe in making it simple so you can focus on living.

GoodLife Planning

  • Ongoing access to your Fiduciary CFP®

  • Strategic, comprehensive financial plan

  • Personal financial dashboard

  • Cash flow optimization

  • Financial health tracking

  • Accountability coaching

  • Detailed recap email after every meeting

  • Regular progress & review meetings

       (February + August + as needed)

From Pieces to Progress™

Grow & Protect Your Wealth

  • No commission-based products

  • No nonsense

  • Investment portfolio review

  • Tax-strategic planning

  • Insurance planning

  • Estate planning

  • Debt & student loan planning

  • Workplace benefits planning

  • Coordination with other professionals

Plan for Financial Independence

  • Retirement planning

  • Financial independence/retire early

  • Social Security & healthcare planning

  • Real estate planning

  • Business planning

Plan for Life's Biggest Decisions

  • Life planning

  • Family & estate planning

  • Education planning

  • Business planning

  • Major purchase planning

WaveFocused Investing

Disciplined Investment Approach

​       Option 1

  • Business-focused investing                 

  • Long-term value investing

  • Fundamental analysis of companies

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       Option 2

  • Passive, low-cost index investing 

  • Long-term simplified investing

  • Diversified market exposure

Transparency, Education, & Support

  • Investment Principles

  • Investment Policy Statement 

  • In-house investment research

  • Ongoing education & communication

  • Clarity around your portfolio

  • Alignment with your overall plan

  • Ongoing behavioral coaching

  • Premier technology & personal dashboard

READY TO TAKE THE NEXT STEP?

Start Your Journey Today

Wave Logo

Email:

info@wavewealthplanning.com

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Phone:

615-724-0058

Services

Financial Planning

Investment Management

Investment Advice

Business Planning

Retirement Planning

Life Planning

Resources

Case Studies 

FAQ 

Sample Financial Plan

Investment Principles

Firm Brochure

Privacy Policy

Contact

About Blake

Get in Touch

*Wave Wealth Planning, LLC intends to transition to a new firm name. Our ownership, services, and fiduciary commitment will remain unchanged.

Mailing Address:

2006 Acklen Ave #0065

Nashville, TN 37212

​ ©2026 by Wave Wealth Planning, LLC​

Wave Wealth Planning, LLC (WWP), which also conducts business under the name "Wave Wealth Planning Co." is a registered investment advisor offering advisory services in the states of Tennessee, California, 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.

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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.

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