Spaugh Dameron Tenny LLC
We are a team of fiduciary advisors who specialize in comprehensive financial planning and wealth management for clients across the United States. For over 65 years, we've helped clients and their families work to achieve their goals.
0
Client Reviews
0.1 to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal clients are those who value financial planning but don’t have the time nor interest to do it themselves, desire centralized advice, and have a minimum of $1,000,000 of AUM or $10,000 of discretionary monthly cash flow.
Clients who wouldNOTbe a good fit
Individuals who have an appetite to manage and oversee their own investment portfolio.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.1% to 1%
Flat Fee/Retainer
$3,000 to $50,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Spaugh Dameron Tenny LLC
At SDT, we specialize in helping seasoned executives, entrepreneurs and business owners navigate the complexities of equity compensation, tax planning, and long-term wealth planning. With over 100 years of combined experience, our team provides a white-glove experience to help clients maximize their wealth while minimizing their lifetime tax liabilities.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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