Personalized financial planning, wealth management, and retirement strategies for executives, physicians, dentists, business owners, and successful retirees, offering experienced, fiduciary guidance every step of the way.
We believe your financial life deserves more than a one-size-fits-all plan. Our team helps you simplify decisions, protect what matters, and build a future on your terms.
Follow us for insights on building lasting wealth – both personally and professionally.
Learn more → www.sdtplanning.com
Mission:
Through personal financial planning, we equip clients to make decisions, so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship.
The SDT Team® Pledge
At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge.
We empower you → You will feel in control of your money, instead of your money controlling you.
We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals.
We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name.
We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you.
We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us.
Disclosures: https://www.sdtplanning.com/license
Company Details
- Employees
- 14
- Founded
- -
- Address
- 4350 Congress Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.sdtplanning.com/
- Keywords
- Financial Planning, Insurance Planning, Estate Planning, Investing, Retirement Planning, Private Wealth Services, Student Loan Consulting.
- HQ
- Charlotte, NC
Spaugh Dameron Tenny Questions
Spaugh Dameron Tenny's website is https://www.sdtplanning.com/
Spaugh Dameron Tenny's LinkedIn profile is https://www.linkedin.com/company/spaugh-dameron-tenny
Spaugh Dameron Tenny has
14 employees.
View email and phone details for 14
employees at Spaugh Dameron Tenny.
Spaugh Dameron Tenny's industry is
Financial Services
Spaugh Dameron Tenny's top competitors are
Financial Independence Advisors,
Impact Financial Planners,
Intuitive Compensation Group, Llc,
Bfb Foundation,
Optimis Wealth,
Medical Professionals Magazine,
Cairn Financial Group,
Brannam Wealth Management Of Raymond James,
Colony Family Offices,
Blue Wolfe Financial.
Spaugh Dameron Tenny's categories are Financial Services
Spaugh Dameron Tenny's founding year is 1957
