We Can’t Grow Without Our Families

Paul FennerLifestyle, Personal Finance, Portfolio Management

By Paul Fenner, CFP®, ChFC®, CRPS®

At TAMMA Capital, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Our growth is primarily attributed to our client families who let their friends and family know who we are and what we do.  We are incredibly grateful for them.

Your generous referrals are essential because up until recently, our industry has had an odd rule. (1) Because of our status as an independent firm, sharing, posting, or advertising testimonials from clients has been strictly prohibited, regardless of the experience. That means we’ve never been able to use or ask for testimonials. 

Even now that we can use testimonials, we strongly believe in the power of a personal referral. Would you be more likely to hire a professional a family member raved about or one you saw an advertisement for? We prioritize relationships and believe that an unparalleled client experience is essential for growing our business.  The conversations that you have with othersis important to us! We believe so many people have referred others to us for a few different reasons:

1. Our Why

Our intention has always been to empower our  families with clarity and confidence around their financial lives. When our  families experience a breakthrough or celebration in their financial lives, they often feel inspired to share that with their family or friends.

2. Our Experience

Our experience in doing what we do best: our firm specializes in providing comprehensive financial planning and wealth management services tailored to families with twins, triplets, or multiple kids. As a father with four children (including a set of triplets) and a financial advisor with 22 years of industry experience, our clients are confident in my knowledge, services, and recommendations. 

3. Our Wholehearted Commitment To Our Families

While many businesses take pride in their large size, we take pride in our boutique , intimate, family office.  our independence structure allows us to offer an unbiased approach  and more personalized services to assist with your financial management and investment needs.

Because we genuinely care about our clients, we work hard for you and take our responsibility to you very seriously. Our mission is to get to know and understand your needs, ambitions, and long-term objectives. We want to help you develop, implement, and monitor a strategy  designed to address your individual situation so that your goals become a reality.

4. Our Independence

We value your financial security and peace of mind.   Know that trust is essential for feeling confident in your financial strategies and the recommendations we  provide to you. As an independently owned firm, we aren’t tied to any one institution, we don’t have proprietary products to force on you, nor do we have quotas to meet. Our independence allows our advice to be objective and make our clients and their goals our number-one priority. We believe our objectivity helps us build stronger and more trustworthy relationships with our families .

5. You Can Rely On Us

We are committed to providing real value in what we do, with reasonable fees that are clear and understandable. We aim to make a complicated process simple and educate you to make your own financial decisions. We are available anytime for questions by email, phone, or in person. We listen to you and respect your goals and wishes. By working with us, you gain access to exceptional service, resources, advice, and financial strategies.

We’re Never Too Busy To Help

One of the reasons we work with only a select number of families  is  to provide personalized attention and care to each of our families ,  and their loved ones. When you have questions about your portfolio or plans , we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re here to help them as well.

If you’re a  family or friend of TAMMA Capital and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Let them know they can schedule a free discovery meeting to learn how we can help them make the most of their financial opportunities and conquer their financial challenges. 

About Paul

Paul Fenner is founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations. To learn more about Paul, connect with him on LinkedIn.


(1) https://www.kitces.com/blog/sec-marketing-rule-ria-investment-adviser-testimonial-endorsement-promoter-third-party-rating/