Bring Your Financial Life in Tune
We focus on understanding your personal financial DNA to design a specialized strategy to help pursue your dreams.
Peerman Capital Management, LLC | Financial Planning in Nashville, TN
We’re Mindful of
Your Mindset
At Peerman Capital Management, we offer a specialized approach to financial planning. We focus on pinpointing your personal financial mindset, then we craft a plan to help bring your financial life in tune with your goals and dreams.
Your Financial DNA
We believe that everyone has certain behavioral predispositions that affect the way you view finances. Understanding how these behaviors make up your financial DNA is key to helping you achieve your goals.
Built Around You
We see you for who you are and focus our efforts on uncovering your financial mindset. This helps us better understand what you need out of the financial planning process.
Who We Are
We are an independent financial advisory firm that serves a select group of successful clients; those people with whom we form a deep and meaningful connection. Our relationships are rooted in trust, knowledge, and integrity. We invite you to learn more about our approach.
Services Designed for You
Whether you need help planning for retirement, running a business, saving for your children’s college expenses, or other important goals, we will work with you to help keep you on track.
Experience Counts
With more than 80 years of combined experience in the financial services industry, our team has the knowledge you can count on to help address your financial objectives.
Caring for Our Community
We believe it is important to focus on you as a single client, to engage personally with you to address your needs, and to give back to our community. We fulfill our obligation of stewardship by supporting the organizations that have a special place in our hearts.
Let’s Find Your Risk Number
We use innovative technology to understand your comfort with investment risk. It’s called Riskalyze® and it helps to align your portfolio with your needs. Complete a five-minute quiz to uncover your top financial goals and what you’re willing to risk for potential gains. We think you’ll love understanding how your risk number empowers you as an investor.
Start with the button below to find your number.
Schedule Your Complimentary Consultation Today
Interested in learning more? We would be happy to answer any questions you have and discuss how we help you pursue your dreams.
