Taking a Careful, Diligent Approach
To Investing and Advice
TBH (Tortoise Beats Hare) is an independent registered investment advisor delivering proactive and purposeful wealth solutions to affluent clients in every stage of life. Operating under a fiduciary standard, we provide transparent and unbiased advice while working closely with your trusted advisors for an all-encompassing experience.
Located in Brentwood, we proudly serve affluent and entrepreneurial individuals or business owners throughout Tennessee and the U.S. As an independent, fee-only firm, we are fiduciaries to the core. Our role is to help you stay focused on your long-term goals and objectives and tune out the noise and distractions that prevent financial success.
Saving Money for Your Future
Managing Your Investments
Whether you have a lack of time, interest or experience with investment management or have received subpar service in the past, TBH Plan can work with you to develop impactful financial behaviors moving forward.