Website: https://menzieandassociates.com/
Menzie & Associates is an independent financial advisory firm based in Nashville, Tennessee. The firm offers personalized financial guidance tailored to individual client needs, with services spanning financial planning, investment advice, retirement planning, wealth management, and tax optimization. It describes its approach as “setup-oriented” rather than consultation-only, emphasizing actionable results, and it maintains a partner network that includes tax advisors, insurance agents, career coaches, and marketing specialists.
As an independent firm, Menzie & Associates is not tied to a single product provider, and it presents its guidance as tailored to each client’s circumstances. Rather than limiting its role to advice alone, the firm describes itself as oriented toward helping clients put plans into action. To support needs that fall outside core financial advising, it draws on a network of outside partners covering areas such as tax, insurance, career coaching, and marketing.
Services
Menzie & Associates provides the following financial services:
- Financial planning
- Investment advice
- Retirement planning
- Wealth management
- Tax optimization
Beyond its core advisory services, the firm draws on a network of partners to support clients with related needs such as tax, insurance, career coaching, and marketing. The firm’s services are organized into distinct areas: financial planning addresses overall money management, investment advice and wealth management focus on growing and overseeing assets, retirement planning looks toward longer-term goals, and tax optimization aims to improve clients’ tax positions.
About
The firm is led by David Menzie, who is described as a financial advisor and finance expert. Its broader team and partner network include Karen Schwartzman (marketing specialist), Luke Somerfield (health insurance), and Andrew Hartnett (career coach). Menzie & Associates positions itself as an independent advisory firm focused on delivering personalized, actionable financial guidance rather than consultation alone.
The presence of partners spanning insurance, career coaching, and marketing alongside financial advising reflects the firm’s stated model of connecting clients with specialists for needs that sit adjacent to their financial plans. This network approach is presented as a way to address a client’s broader situation rather than a single, narrow product. The firm describes its work as oriented toward setup and implementation, emphasizing concrete steps over advice that is not acted upon.
Location & Contact
- Location: Nashville, TN 37211
- Phone: (629) 260-5490
The firm lists service areas including Nashville, Franklin, and Brentwood, Tennessee, covering the city of Nashville and nearby communities to its south. Clients can reach the firm by phone or through its website contact page.
Additional Information
Menzie & Associates maintains a presence on LinkedIn, Facebook, and X (Twitter). The website includes an About page, dedicated service pages for financial planning, investment advisory, retirement planning, tax optimization, and wealth management, a blog, and a contact page. Each core service is given its own page, allowing visitors to read about financial planning, investment advising, retirement planning, wealth management, and tax optimization individually. The firm also publishes a blog as part of its site, and it lists profiles for its lead advisor and partner-network members. Together, these sections present the firm as a Nashville-based independent advisory practice that combines in-house financial services with a network of outside specialists.
Profile compiled from the company’s official website (menzieandassociates.com).