Timmons Wealth Management

Our Team

Our Mission

Our mission is to provide you with the tools and strategies necessary to achieve your most important financial goals. We believe a highly personalized experience builds lasting relationships and leads to well informed decision making. Through careful collaboration and a dynamic approach to wealth management, we strive to exceed your expectations.

Why Timmons Wealth Management?

Independence

We are NOT affiliated with any brokerage or mutual fund companies. We DON’T sell investments or insurance products. We DON’T get paid commissions or referral fees. We are solely compensated based on a percentage of assets under management clearly outlined at the beginning of each client relationship. Because of this, we are free to offer unbiased opinions and recommendations since our fee structure aligns our interests with those of our clients. We strive to be your trusted partner.

Client Focus

We focus on developing deep relationships that will last. We pride ourselves on knowing our clients, their families, their values and important life goals. We believe trust is built by being readily accessible to answer your questions and address concerns while offering innovative solutions to the challenges you face. We don’t believe in a “one-size-fits-all” approach to investing. Every client is different, and the manner in which an investment solution is developed should reflect your unique needs.

Comprehensive Approach

Our comprehensive approach to wealth management extends beyond investment research and portfolio management. We offer integrated financial planning services that evaluate investment strategies within the context of your overall financial plan. From retirement planning and education savings strategies to life insurance and estate planning, we arm you with the knowledge and tools necessary to address your critical planning needs. We also coordinate on your behalf with outside professionals including accountants and attorneys.

Our Research Culture

Following the herd rarely leads to out-performance. We believe a culture of research and innovation is required to be successful investors. At Timmons Wealth Management, we do our own research and portfolio construction. By developing our own informed opinions and opportunistically taking contrarian positions to the investment community, we work to position your portfolio for long term success.