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Studdard Financial - "Fee Only" CFP registered investment advisor

"Fee Only" CFP registered investment advisor

  • Who We Are
  • Our Services
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Contact

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    Recent Posts

    • Defy conventional wisdom in your retirement planning
    • 5 Questions to Ask Before Refinancing Your Mortgage
    • An Open Letter To My Clients
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    Who I am, and why I started Studdard Financial

    The biggest driver behind Studdard Financial is that we believe, wholeheartedly in providing the best advice to our clients. And it’s also why we’re a registered investment advisor and are held to a true Fiduciary duty, 100% of the time. Client assets are held in custody at Charles Schwab.

    Fiduciaries are held to the highest standards of investment advice and MUST do what’s right for their clients.

    Clients always come first.

    Our Locations

    Principle Office:
    1922 Exeter Rd
    Suite 23
    Germantown, TN 38138

    *By Appointment Only

    Get In Touch

    901-355-4713
    byron@studdardfinancial.com

    Site Disclaimer Info

    Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Studdard Financial, LLC operations, services and fees is set forth in our current disclosure statement below.

    Form ADV Part 2 a copy of which is available by clicking here

    Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset allocation may not protect against market risk. Studdard Financial, LLC is a registered investment adviser located at 1922 Exeter Rd, Suite 23, Germantown, TN 38138. It may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempt from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates or investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

    Not FDIC Insured * No Bank Guarantee * May Lose Value

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