A personalized approach to managing wealth

A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Unique solutions for business owners and entrepreneurs.
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Helping you establish and oversee a variety of plans
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A pragmatic approach to wealth management
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Sophisticated expertise in planning for today and future generations
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Nurturing wealth so you can live a longer, better life.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Tammy Bell Bio Image

Tammy

Bell Administrative Assistant
Parker Lumpkin Bio Image

James "Parker"

Lumpkin II Financial Advisor
Tripp Lumpkin Bio Image

James

Lumpkin III "Tripp" CFO & CMO, Tar River Wealth Planning Financial Advisor
Staley Medlin Bio Image

Staley G.

Medlin Administrative Assistant
Reed Wheless Bio Image

Reed A.

Wheless Financial Advisor
Arturo Lumpkin Bio Image

Arturo

Lumpkin, AIF®, CKA® CEO & CCO, Tar River Wealth Planning Financial Advisor
Rita H. Cox bio image

Rita

Cox Administrative Assistant
Al Wheless

Al

Wheless CFO, COO, Tar River Wealth Planning Financial Advisor
Ruth Wheless

Ruth

Wheless Administrative Assistant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Always here for you

Tar River Wealth Planning, LLC (“Tar River”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Tar River including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request or is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov. This website is limited to the dissemination of general information pertaining to Tar River’s investment advisory services. The information contained herein is not intended to be personal investment advice or a solicitation to engage in a particular investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

ADV Part 3 CRS | ADV Part 2A | ADV Part 2A Wrap Fee Brochure