Fiduciary Financial Advisors
Get your financial life in order & make smart financial decisions
Latest from our blog:
Beware the Finfluencers
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Joseph Williams Earns CFP® Designation
Joseph Williams Earns CFP® Certification TVAMP is proud to announce that...
An Overview of Asset Transfer Strategies
You may need to transfer assets for all sorts of reasons. A working knowledge...
Your finances ought to be easy
It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.
America’s Top Financial Advisory Firms 2025*
of Assets Under Management*
*On 11/19/24, TVAMP received “America’s Top Financial Advisory Firms 2025” Award. TVAMP was named by Newsweek as one of America’s Top Financial Advisory Firms for 2025. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.
**As of December 31, 2024. For more information about TVAMP’s regulatory assets under management, please defer to our ADV Part 2A dated, March 17, 2025.
America’s Top Financial Advisory Firms 2025
On 11/19/24, TVAMP received “America’s Top Financial Advisory Firms 2025” Award. TVAMP was named by Newsweek as one of America’s Top Financial Advisory Firms for 2025. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.
1 Billion+ of Assets Under Management
As of December 31, 2024. For more information about TVAMP’s regulatory assets under management, please defer to our ADV Part 2A dated, March 17, 2025.
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Bringing Order to Your Investment Universe
You’ll Learn How To:
• Take inventory of what you have
• Devise a plan to consolidate
• Minimize taxes
• Optimize for withdrawals and market declines
What we do:
✓ Organize & consolidate your financial life
✓ Design a financial plan
✓ Manage your investment portfolio
✓ Plan for retirement income
✓ Coordinate your estate, insurance, & tax plans
Ready to talk?
Schedule your 15-minute intro call
Briefly explain your financial situation
Discover if TVAMP is a good fit
Learn about our client experience
Why TVAMP?
Simple
Process
Successful strategies are often the most simple. Our process begins with a short intro call.
Transparent
Pricing
Simple, fee-based pricing that won’t require a PhD to understand.
15 CFP®
Professionals
Education, experience, and ethics set our 15 CFP® Professionals apart from other financial advisors.
Personal Financial Planning
… is far more personal than it is financial. We listen first, and plan second. It’s the only way to develop a strategy that will help accomplish what is most important to you. Planning is fluid, not static. Our team will help you design and maintain a plan that moves with you through life.
Retirement Planning
Slow down your professional career and maintain your financial stability throughout retirement.
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Investment Management
Unbiased investment advice to manage risk and help you stay on track to reach your goals.
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Estate
Planning
Design the legacy you want to leave for your loved ones and the causes closest to your heart.
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Tax Strategies
Take advantage of tax legislation and planning strategies to keep more money in your pocket.
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Risk Management
Explore opportunities to mitigate or transfer risk, and protect those most important to you.
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We meet you where you are in your financial journey.
Financial plans rooted in purpose help you fully invest in what matters. That’s Living Invested.
Jeff Sweat, CFP®
Senior Partner | Wealth Advisor