Independent Financial Planning and Advisory Practice. See my website at allgoodfin dot com for more info.
Roy Matlock Jr. & Associates creates financial plans for middle and upper end families.
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Infinitus Wealth Management is a fee-only fiduciary investment firm in Nashville serving high-net-worth individuals, business owners, corporate executives, retirees, and professional athletes and entertainers. We build custom portfolios exclusively from individual stocks and bonds — never mutual funds — paired with options-based hedging strategies including protective puts, covered calls, and collars. This gives clients direct ownership, full transparency, and real control over taxes and risk. As a fee-only firm, we never earn commissions. We are paid only by our clients, which means our interests are fully aligned with yours. Our founder and CIO, Erik James Roberts, holds an MBA from The Wharton School and is a U.S. Army veteran who received the Purple Heart after being wounded in Baghdad. He discovered investing through the Wall Street Warfighters Foundation and built Infinitus on one belief: great investing requires discipline, patience, and a willingness to think independently. We specialize in: portfolio management, retirement planning, tax-efficient investing, concentrated stock management, executive compensation planning, options hedging, and endowment and foundation management. Located at 55 Music Square E, Nashville, TN. Serving clients nationwide.
David Miller is a registered representative of Lincoln Financial Advisors Corp. David Miller's desire and commitment is to assist families, professionals, business owners, and retirees toward their financial goals. He educates and guides them through today's tumultuous and complex financial world, preparing clients to make informed decisions regarding their finances.
Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $8.25 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International's transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the #1 Sell-side, Privately Owned M&A Advisor in the World by Pitchbook's Global League Tables.
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