Memphis Planning and Wealth are independent financial planners. They are described as very helpful, honest, and true professionals who provide invaluable, spot-on advice. The firm enables clients with cutting-edge technology and offers a unique focus on IRA strategy, pension decisions, and sophisticated investment management. They listen to client needs and provide thoughtful strategic planning, with staff willing to take time for insights. Clients remain with them long-term.
Highly recommend! Josh Black was incredibly helpful for our financial planning.
December 2024
I found Josh's advice invaluable and appreciated his thoughtful strategic planning for my small business. Thank you!!
September 2024
We have been clients since the firm started. Mr. Joshua Black and his staff are true professionals. Josh always listens to our needs and then provides spot-on financial advice we are very comfortable with. While we no longer live in the Memphis area, we have kept MPW as our financial planner and will continue to do so
