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Timmons Wealth Management is an independent Registered Investment Advisor. We provide highly personalized
investment and financial planning services to established professionals and their families.

The Timmons Wealth Management Approach

Achieving success takes commitment and a specialized focus. We enable you to focus on your strengths and passions, while removing the worry associated with trying to plan for the future. Given the increasing complexity of the financial markets, developing a comprehensive and actionable investment strategy can be challenging. For many, time constraints as well as lack of training and access to sophisticated investment resources make this an insurmountable task.

We work to put the odds in your favor. We begin with a highly customized Investment Policy Statement and provide you access to our proprietary investment strategies. We carefully track your progress and adjust your investment strategy as your needs change. By managing your various investment accounts as a single portfolio, we ensure that all of your assets are working in unison towards achieving your most important goals.

At Timmons Wealth Management, we believe you deserve:
  • An investment advisor that acts as a partner, not a salesman
  • Unbiased advice from an independent source
  • A fee structure that aligns your advisor's interests with yours
  • A highly personalized experience focused on your needs
  • Peace of mind brought about by a sound investment strategy

Latest News & Views

Our unique approach sets us apart from the competition.


Our research culture and portfolio management expertise are founded in our core investment philosophy.


We help clients prepare for major life changes including marriage, children, job changes and retirement by integrating investment management and financial planning.