MP
Memphis Planning and Wealth
Independent, holistic financial planning for Memphis' future.
5
Business
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Independent, holistic financial planning for Memphis' future.
Memphis Planning and Wealth offers independent, unbiased financial planning from 795 Ridge Lake Blvd, Memphis. Clients praise Joshua Black and his staff for listening first and delivering holistic, actionable advice. As a CFP, Josh emphasizes independence from insurance or investment-driven models and partners with a professional network to support clients' goals.
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Comprehensive financial assessments and customized plans covering investments, retirement, and estate planning.
Ongoing portfolio management and investment strategies to grow and protect your assets.
Tailored advice for small business owners, including cash flow management and growth planning.
Personalized retirement income strategies and savings plans to ensure a secure future.
One-on-one sessions to educate clients and provide unbiased insights without obligation.
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Overall rating
Goetze Art and Design
I found Josh's advice invaluable and appreciated his thoughtful strategic planning for my small business. Thank you!!
Lee Burkett
We have been clients since the firm started. Mr. Joshua Black and his staff are true professionals. Josh always listens to our needs and then provides spot-on financial advice we are very comfortable with. While we no longer live in the Memphis area, we have kept MPW as our financial planner and will continue to do so
Derek Starnes
Very helpful and honest financial management advisors. Willing to take the time and sit down before becoming a client with insights regardless of using their services. I look forward to future meetings.
Bruce Mckinzie
We have been perfectly satisfied with the services provided
Mary Rabalais
If you fear you’ve made financial mistakes, Josh’s financial expertise and guidance will make you feel better about your future. He took a holistic approach and listened to my needs, then recommended updates to my plan, based on my financial goals. Because Josh is independent, he is not influenced by restrictive offerings of insurance or investment-based profitability models. Josh and his team are surrounded by a network of professionals - he has already introduced me to someone who can be an integral part of my business network. If you are looking for a CFP who is unbiased, experienced, and action-oriented, Josh Black is your guy!
