Financial Advisors
Murfreesboro, TN
Momentum Wealth Solutions is an independent financial advisory firm in Murfreesboro serving clients across Tennessee with comprehensive wealth management, retirement planning, and investment strategies. The team specializes in helping individuals and business owners build and preserve wealth through personalized financial planning and fiduciary-based investment management. They combine fee-based advisory services with insurance solutions to create coordinated financial strategies tailored to each client's goals.
Ideal for: Business owners seeking comprehensive wealth planning, individuals planning for retirement, high-net-worth families, professionals wanting personalized financial strategies
Service area: Murfreesboro, Tennessee and surrounding Middle Tennessee communities
Fiduciary-Based Approach: Operates under a fiduciary standard, meaning advisors are legally obligated to put client interests first in all recommendations and transactions.
Integrated Financial Solutions: Combines investment management, retirement planning, and insurance strategies in one coordinated approach rather than treating each service separately.
Independent Advisory Firm: As an independent firm rather than a large institutional advisor, provides personalized attention and customized strategies for individual clients and business owners.
Address: 1630 S Church St #100, Murfreesboro, TN 37130
Phone: (629) 209-2558
Website: momentumtn.com
Looking for more options?
See more Financial Advisors in Murfreesboro →