Do you need help balancing your financial priorities with your personal or business goals?

Receive our complementary resources

Receive our complementary resources that includes information designed for people
wanting to balance all of their financial pressures and focus on what is most important,
delivered straight to your inbox!


Proud Member Of

FPA Financial Planning Association  Independent Asset and Wealth Management Firm
National Association of Tax Professionals
A Registered Investment Adviser RIA
CFP Certified Financial Planner Independent Asset and Wealth Management Firm
Paul Fenner is a Chartered Financial Consultant ChFC

who we are

We help clients gain peace of mind by reducing the anxiety and burden of planning their financial lives.

Work With Us

A no-obligation initial meeting, is the first step to a dynamic client experience with a wealth management firm that understands and cares.

work With Us

TAMMA can help you balance all of the financial pressures you’re facing and focus on what’s most important.

Featured In

Investment News
The Street
MSN Money


The Stock Market is Not the Economy
John Rekenthaler, who is Vice President of Research for Morningstar, wrote a piece recently, The Stock Market Is Not the[...]
Eight Tactics That Can Help You to Prepare for a Recession
At one point during my corporate career, I was unexpectedly transitioned out of my current role.  At the time, my[...]
What Makes a Great Retirement Plan for Employers
Before you can start building the framework as to what would make a great retirement plan for your business, the[...]