Mountain Brooke Wealth Management, LLC

Mountain Brooke Wealth Management, LLC Founded to provide pre-retirees and retirees with a comprehensive financial planning firm rooted dee Michael R.

Wallin founded Mountain Brooke Wealth Management, LLC, to

provide pre-retirees and retirees with a comprehensive financial planning

firm rooted deeply in biblical principles. As the firm's financial architect, he

never uses the “one-size fits all approach”, rather he develops customized

plans to meet his clients' specific short- and long-term needs. Michael combines his 20 years of experience,

his Christian value system,

and his formal education as a Certified Financial Planner™ and Investment

Advisor Representative to provide his clients with an experience of custom

service built around them. As their needs change, his disciplined approach

to financial planning ensures that their financial strategies evolve with them. The end result that Michael strives to accomplish is that his clients

understand the why behind the strategies. He works not only to find the

right approach for each client, but also to ensure that they understand how

and why their money is being used to benefit them. Investment Advisory Services offered through Ministry Benefit Investments, LLC; a SEC registered investment advisor. Ministry Benefit Investments is independent of Mountain Brooke Wealth Management, LLC.

Address

109 Holiday Court, Suite A6
Franklin, TN
37067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Website

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