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PLATINUM
Triumph Bank is a proud supporter of FPA! In response to several requests to have dedicated accounts for Certified Financial Planners®, Triumph is proud to officially launch our CFP® Suite of products uniquely for you!


TrustCore financial planners can help you chart a clear course for your financial future. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities.

GOLD

Invesco focuses on what’s important, considers all possibilities and refuses to settle for average. To learn more about our pure focus on investing, diversity of thought, and our passion to help investors exceed expectations, click here.
Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals. At JHI, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared. It is reflected in the flow of ideas between our investment professionals, how we work with clients to understand their requirements, and in our commitment to making our expertise and insights widely available.
Learn more here.
Montgomery & Associates Insurance was selected by the Nashville Business Journal as the Small Business of the Year by category in 2015 and is a Best Practices Agency 3 years in a row for 2016, 2017, and 2018. We combine a “Small Company” atmosphere with “Big Company” expertise. We represent numerous A+ Financially rated insurance carriers and provide a diversity of insurance products from homeowners insurance, car & truck insurance, flood insurance, condo insurance, motorcycle insurance, and business insurance. Learn more here
Richards Bespoke was founded by Stephen Richards Jr., a Nashville native, with a background in business and a passion for clothing. Richards Bespoke specializes in the design and creation of custom, 100% hand-made suits, sport coats, slacks, tuxedos, shirts, jeans, and leather jackets for both men and women. Richards has designed suits for athletes and celebrities such as Patrick Mahomes, AJ Brown, Derrick Mason, and Tua Tagovailoa to everyday business leaders throughout the country. With bespoke fashion, everything is customizable, so your options are endless.

Learn more about us here.

SILVER
At Cumberland Trust, we work as a part of your family’s team of advisors. We collaborate with your accountant, estate planning attorney, and financial advisor to help guide the wealth transfer process and to maximize the benefits to both you and your loved ones. Since 2001, we have focused on people, their needs, and their values - not money management. Our role as a corporate trustee is truly independent and our approach centers on our clients.

You worked hard to build your legacy. At Cumberland Trust, we work to protect that legacy and to ensure your trust provides for your beneficiaries in the many years to come. Learn more here.
Jennifer Hunt helps families protect, preserve, and effectively transfer wealth through personalized estate planning.

There are many legal strategies involved in comprehensive estate planning, including wills, revocable living trusts, irrevocable trusts, special needs trusts, Medicaid planning, charitable planning, durable powers of attorney, and health care documents.

Jennifer Hunt will counsel you through the many options clients have to create an estate plan that fits your goals and ensures your assets are protected during your lifetime and transferred to those you love once you are no longer with them. Learn more here