TAMMA Capital, LLC is a wealth and asset management firm serving the Oakland County Region founded and operated by Paul Fenner, Certified Financial Planner®.
Paul Fenner, CFP®, ChFC®, MBA is the President and Founder of TAMMA Capital, LLC. He has over 20 years of wealth and asset management experience and equal years of experience in business accounting, finance, and operations. He holds a Chartered Financial Consultant® designation as well as a Certified Financial Planner® designation. His expertise sits right in the center of what families need to help them identify a comprehensive wealth management plan.
Paul founded TAMMA Capital, LLC when his triplets were born and he realized that managing financial responsibilities can take away a large part of the time you have available to spend enjoying your life. The growth of TAMMA has been measured step by step with the growth of the triplets and their younger sibling, and Paul enjoys seeing that same growth within each of the families he works with.
Paul takes his fiduciary responsibility to his clients very seriously and hopes that TAMMA clients experience something far greater. He puts their best interest first by explaining wealth management in plain English, being straightforward, and offering a different viewpoint when needed. He works around his client’s schedules and is happy to hold meetings when it is convenient for them. His goal is to bring their financial life together in one place.
It takes time, focus, and knowledge to build a wealth management plan and manage investable assets. TAMMA is here to assist with these critical life tasks to support your financial and lifestyle goals to help bring peace of mind to your family.
Paul lives in Oakland County with his wife. They are parents of triplets plus another daughter. Paul is a board member of Camp Casey and the Adrian College Alumni Board. He also volunteers regularly with the Commerce Elementary School PTA.
The name TAMMA, literally represents family. I have the unique gift of being the father of triplets plus another daughter, while having a beautiful and supportive wife. The first letter of each of their first names, results in TAMMA.
“Families” can be a single individual, a large multicultural unit, multiple generations, or even simply a few close friends. It is important for us that we get to know you and your family. When we meet, you will see how our services directly connect to what’s on your heart and mind. I saw firsthand how my own family struggled with financial anxiety and the burden it caused. This is one of the reasons why I chose to become an advisor and build my own firm to help bring peace of mind to my clients.
Being an effective and accountable partner for clients means that we help clients to prioritize what can sometimes be an overwhelming list of financial planning recommendations. With a clear agenda that includes tracking what was supposed to be done, we help to ensure nothing slips through the cracks. We are prepared to do the financial planning interactively and work collaboratively in real time with clients, not just assemble a financial plan behind the scenes and then leave clients on their own to figure out the next steps.
Our value proposition for you, the client:
Clients choose TAMMA because they see real economic and emotional value when working with a Certified Financial Planner™. Advice delivered with meaning, and when it counts, can be invaluable. Vanguard research suggests that a wealth advisor can have a potential value of roughly 4% annum.
Bottom line, TAMMA helps to bring about peace of mind by reducing the anxiety and burden of planning your financial life while maintaining your personal life. We provide a road map to help guide you to where you want to be.