Studdard Financial, LLC

Studdard Financial, LLC I founded Studdard Financial, LLC to offer unbiased, independent, "FEE Only" investment management and advice based on clarity and transparency.

Studdard Financial is a "fee only" registered investment advisor that is required to act as a fiduciary and is dedicated to help you build wealth, protect it, and pass it down to the next generation. As a fiduciary and registered investment advisor and Certified Financial Planner (CFP), I work directly for the client, not a company. Our primary custodian is Charles Schwab, but we are not exclusive

to them and can work with anyone wherever their assets are held. We offer comprehensive financial planning that is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next. We have offices in Germantown, TN (Memphis) and Sarasota, FL, and serve clients from coast to coast. For a free consultation, check our website at www.studdardfinancial.com, call us at 901-355-4713, or email at [email protected].

03/29/2026

What to Expect if You Become a Client

06/14/2024

THIS Friday! Join us for all the fun here at Suncoast for Bounce Blast from 4PM - 8PM! 🌟 Did we mentioned it 100% free?!!

Suncoast Community Church provides free oil changes and car washes for those in need.  The next one is on Saturday, Marc...
03/13/2024

Suncoast Community Church provides free oil changes and car washes for those in need. The next one is on Saturday, March 23rd. Sign up by clicking this link:

Suncoast provides free oil changes and car washes for those in need. Sign up for our next one below!

Schwab Convention 2022
11/03/2022

Schwab Convention 2022

01/19/2021

Will be responsible for providing administrative and operational support to both a CFP and CPA serving clients, many of whom are ederly. The ideal candidate will be comfortable answering in-bound calls, preparing account paperwork, resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as necessary.

09/11/2020

Financial Advisor

I wanted to share some of my recent thoughts regarding my work and what's been going on the past few months.
05/21/2020

I wanted to share some of my recent thoughts regarding my work and what's been going on the past few months.

The past few months have been some of the most trying of my career as I’ve been afraid to leave my trading screens for more than a few minutes. This market has required constant monitoring given the unprecedented volatility the outbreak has brought, and I have answered that call every day – and,...

The market action over the past several days has caused some to speculate that the old adage, “Sell in May and go away,”...
05/05/2020

The market action over the past several days has caused some to speculate that the old adage, “Sell in May and go away,” was coming true. It reminded me of an article that I wrote in 2013 for ABC News:

https://abcnews.go.com/Business/stock-market-time-sell/story?id=19174835

No one knows for sure what the market will do in the short-term but selling everything just because the calendar turns to May never made much sense to me.

As I point out in the article, selling for any arbitrary reason means you are engaging in market timing and that can be a risky proposition. After the strong rally from the lows this past March, there is nothing wrong with locking in some profits by selling or trimming some positions. Careful fundamental and technical analysis of each security will help you determine what to sell or trim and your overall risk tolerance, goals, and asset allocation should be used to determine how much.

For decades, Wall Street has provided investors with a bit of supposed seasonal wisdom this time of year in the form of a rhyming slogan: "Sell in May and go away." But does that make any sense?

09/08/2017

We are riding out Hurricane Irma in Park City, Utah. We are fully operational and won't return to Florida until we know we will have power and cell service. Our thoughts and prayers are with all that are in the path of the storm. Stay safe!

Address

1922 Exeter Road, Ste. 23
Germantown, TN
38138

Opening Hours

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

Website

https://studdardfinancial.com/about/, https://drive.google.com/file/d/1LEeZ3WKCXfn_wE

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