At Music Row Wealth Management, we are committed to engaging clients where they are, whether that is on their first radio tour or celebrating their fifteenth #1 song.

We are dedicated to helping clients create and implement financial plans specially designed for them utilizing sophisticated financial planning strategies and institutional money management.

We practice with transparency and operate under a fiduciary standard as fee-based financial advisors. Our fees are asset-based and are typically 1% or less.

  • Assess

    Just like you need a destination before you hit the road, we want to understand your hopes, dreams, and goals so we can create a roadmap for you to get there.

  • Create

    Let’s create a plan together that is sophisticated yet simple, thorough but not overwhelming, and impactful yet easy to implement.

  • Implement

    We all know what we “need” to do; actually doing it takes a team. Let us walk alongside you to put your plan into action utilizing carefully crafted portfolios and sophisticated planning solutions.

  • Manage

    After establishing your plan, we will continue to monitor its progress toward your objectives through all of life’s changes, consistently updating you and providing ongoing counsel.