Michael Eckholdt

Lead Wealth Advisor, EA, CRPC®, CRPS®, Series 7, Series 66

With nearly 20 years of experience in the financial services industry, I have a passion for helping my clients invest in their future whether it be through investing assets or financial planning.  As a client, you bring your own perspectives and life experiences allowing us to create a plan that is unique to you. Financial Planning is not one size fits all.  I want to get to know your desires and dreams so that I can understand who you are and what is important to you.  Everyone is at a different life stage with different goals, whether it is a savings plan, college plan, retirement plan or a legacy plan, my commitment to you is to provide high-quality individualized services that you deserve.

I possess both the Series 7 and Series 66 Securities Licenses, equipping me with the know-how and proficiency in offering investment advice and managing assets. As an Enrolled Agent, an IRS designation, I am able to offer my clients more comprehensive financial strategies that take into account tax considerations. In addition, as a Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) I have received in-depth graduate level training on retirement planning so you can trust that you will receive impactful retirement strategy recommendations. 

I am also a teacher a heart. So if you don't know a lot about investing, or just finances in general, I am here to help. At times, the financial services industry can be intimidating. My desire is to help you become comfortable with making financial decisions that you understand and are right for you. Valuing integrity and transparency, you will find these at the core of my services to you. 

On a personal note, I am a Veteran of the United States Air Force and am always honored when given the opportunity to work with current and Veteran service members. I have been married to my wife Melissa since 2005 and we have two daughters. When not in the office we are at the softball fields, band concerts and community events. We are also dog lovers and have three dogs. We attend Experience Community Church in Murfreesboro and our values are at the center of everything we do.  

Phone 615.624.7487