MPW was created as an affiliation of Wealth Management Advisors committed to serving the private client needs of Memphis and beyond. Our structure and our partnerships support one goal: total client focus. Our independent status allows our financial planning consultants to tear down traditional corporate barriers and deliver maximum value for our clients.
Each advisor owns their own book of business, and only works for their clients.
We all have different specialties and we’re here to help each other provide great advice.
Cutting out the middle management and CEO allows us to reduce fees and keep more money in our clients’ plans.
We don’t forsake our relationships to chase the next one, and we don’t harass your network for referrals.
Every advisor believes clients deserve holistic advice and concierge-level financial consulting service.
We invest in our relationships with powerful tools that organize and motivate, giving clients total ownership of their plan.
Our network is reputation-based. We do not give or receive compensation from Accountants, Attorneys, or Bankers.
Open architecture enables our financial advisors to provide our relationships with an appropriate fit at competitive prices.
Each advisor owns their own book of business, and only works for their clients.
Cutting out the middle management and CEO allows us to reduce fees and keep more money in our clients’ plans.
Every advisor believes clients deserve holistic advice and concierge-level financial consulting service.
Our network is reputation-based. We do not give or receive compensation from Accountants, Attorneys, or Bankers.
We all have different specialties and we’re here to help each other provide great advice.
We don’t forsake our relationships to chase the next one, and we don’t harass your network for referrals.
We invest in our relationships with powerful tools that organize and motivate, giving clients total ownership of their plan.
Open architecture enables our financial advisors to provide our relationships with an appropriate fit at competitive prices.
Memphis Planning and Wealth clients come from all walks of life and different life stages. They all share a clear need for a financial planning partner who makes sense of their financial life and directs strategy in partnership with CPA’s and Attorneys. Your Memphis Planning and Wealth Advisor is a financial professional and coach. We exist to turn noise into knowledge and provide a confident path toward financial success.
Thank you for visiting our website. We appreciate the opportunity to provide you with actionable financial advice, technology that guides you, and a trustworthy partner on your journey.
-Joshua Black, President
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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Memphis Planning and Wealth are separate entities from LPL Financial.
Jeff Grimm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
