Fiduciary Financial Advisors
Get your financial life in order & make smart financial decisions
Latest from our blog:
The Leap of Faith that Still Shapes Who We Are
Some anniversaries are worth stopping to mark properly. This year, three...
TVAMP included on USA TODAY’s Best Financial Advisory Firms 2026 List
TVAMP has been awarded on USA TODAY’s list of the Best Financial Advisory...
TVAMP Welcomes Thomas Cook, CFP®, EA
We are pleased to welcome Thomas Cook, CFP®, EA, to TVAMP as a Shareholder and...
Your finances ought to be easy
It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.
Top Financial Advisory Firms 2025 & 2026*
Best Financial Advisory Firms 2026**
of Assets Under Management***
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
*On 11/19/25, TVAMP received “America’s Top Financial Advisory Firms 2026” Award. TVAMP was named by Newsweek as one of America’s Top Financial Advisory Firms for 2026. 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.
*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.
**On April 15, 2026, TVAMP was recognized as one of the “Best Financial Advisory Firms 2026” by USA Today and Statista Inc. The award is based on data and methodology developed by Statista Inc. evaluated through January 2026, including AUM growth over the 12 months from January 2025 – January 2026 and longer-term growth from 2021 – 2026. The firm did not pay a fee to be considered for or receive this award; however, it pays a licensing fee to use related promotional 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, 2025. For more information about TVAMP’s regulatory assets under management, please defer to our ADV Part 2A dated, March 18, 2026.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Top Financial Advisory Firms 2025 & 2026
On 11/19/25, TVAMP received “America’s Top Financial Advisory Firms 2026” Award. TVAMP was named by Newsweek as one of America’s Top Financial Advisory Firms for 2026. 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.
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.
Best Financial Advisory Firms 2026
On April 15, 2026, TVAMP was recognized as one of the “Best Financial Advisory Firms 2026” by USA Today and Statista Inc. The award is based on data and methodology developed by Statista Inc. evaluated through January 2026, including AUM growth over the 12 months from January 2025 – January 2026 and longer-term growth from 2021 – 2026. The firm did not pay a fee to be considered for or receive this award; however, it pays a licensing fee to use related promotional 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, 2025. For more information about TVAMP’s regulatory assets under management, please defer to our ADV Part 2A dated, March 18, 2026.
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The Hidden Retirement Risk
You’ll Learn:
• What sequence risk is
• How it can derail your retirement
• Ways to minimize your risk
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
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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.
CFP®
Professionals
Education, experience, and ethics set our 16 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