PRINCIPLE OFFICE

Fee-Only Fiduciary Financial Advisor in Germantown, TN

Studdard Financial’s principle office is in Germantown, Tennessee. Byron Studdard, CFP®, meets with clients here by appointment for retirement planning, investment management and comprehensive financial planning.

Principle Office

1922 Exeter Rd, Suite 23
Germantown, TN 38138
By appointment only

INSIDE THE OFFICE

Our Germantown office

Meetings are by appointment. Here’s where you’ll be sitting.

The office building housing Studdard Financial at 1922 Exeter Rd, Germantown, Tennessee

The Germantown office building at 1922 Exeter Rd

Conference room at the Studdard Financial Germantown, Tennessee office

The Germantown conference room

Studdard Financial signage at the Germantown, Tennessee office

Studdard Financial signage inside the office

WHAT WE OFFER

Services available from the Germantown, Tennessee office

Byron Studdard, CFP®, provides the same fee-only fiduciary advice from both offices and works with clients across the country.

Retirement Planning

Build a personalized retirement strategy designed to help you pursue financial independence while protecting your future.

Investment Management

Customized investment portfolios aligned with your goals, risk tolerance, and long-term financial objectives.

Financial Planning

Receive comprehensive financial guidance to help you make informed decisions at every stage of life.

Wealth Management

Protect, grow, and manage your wealth through customized financial strategies tailored to your unique needs.

Estate Planning

Develop a thoughtful estate strategy designed to help preserve your legacy and provide peace of mind for future generations.

Tax Planning

Implement tax-efficient financial strategies designed to help maximize savings and support long-term financial success.

AWARDS & PUBLISHED LISTINGS

Recognition and published listings

Byron Studdard, CFP®, has been listed in the following industry publications and recognised by the organisations shown.

Guide to America's Top Financial Planners, 2010 edition, listing Byron L. Studdard, CFP

Guide to America's Top Financial Planners

Consumers’ Research Council of America · 2010 edition

Guide to America's Best Financial Planners, 2005-2006 edition, Consumers' Research Council of America

Guide to America's Best Financial Planners

Consumers’ Research Council of America · 2005–2006 edition

Advanced Advisor Group certificate naming Byron Lee Studdard, CFP, a member since January 2000

Advanced Advisor Group — Senior Member

American Express Financial Advisors · member since January 2000

Advanced Advisor Group certificate of membership presented to Byron L. Studdard, CFP, June 1998

Advanced Advisor Group — Certificate of Membership

American Express Financial Advisors · June 1998

Mercury Award certificate of achievement presented to Byron L. Studdard by IDS Financial Services

Mercury Award — Certificate of Achievement

IDS Financial Services Inc.

Each recognition above is shown with the organisation that issued it and the year it was issued. The Advanced Advisor Group and Mercury Award recognitions were issued by Byron Studdard’s prior employer and pre-date the founding of Studdard Financial, LLC in 2003. Ratings, awards and directory listings are not indicative of future performance, do not guarantee any particular result, and are not a recommendation. They should not be the sole basis for selecting an investment adviser. Criteria and any fees associated with a listing are available on request.

IN THE NEWS

Byron Studdard in ABC News

Byron has written as a contributor for ABC News on retirement, investing, mortgages and personal finance.

ABC News

Defy Conventional Wisdom in Your Retirement Planning

By Byron L. Studdard, CFP® · August 4, 2017

ABC News

5 Questions to Ask Before Refinancing Your Mortgage

By Byron L. Studdard, CFP® · August 9, 2016

ABC News

Buying a Home Versus Renting: Weighing All the Factors

By Byron L. Studdard, CFP® · December 1, 2015

ABC News

Five Ways to Assess IPO Stocks

By Byron L. Studdard, CFP® · April 15, 2015

ABC News

How to Save Money Without Deprivation

By Byron L. Studdard, CFP® · January 27, 2015

ABC News

How Reverse Mortgages May Back You Into a Corner

By Byron L. Studdard, CFP® · November 3, 2014

Our other office

Sarasota Office — 2100 Constitution Blvd #147, Sarasota, FL 34231. By appointment only.

Ready to meet?

Appointments at the Germantown, Tennessee office are arranged in advance. Call (800) 989-3806 or send a message and Byron will be in touch.

Studdard Financial, LLC is an investment adviser registered with the State of Tennessee. Registration does not imply endorsement by any government or regulatory authority, nor a particular level of skill or training.