Executives
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Women & Female Leaders
Major Milestones I Specialize In
Compensation Changes
Early Retirement or Financial Independence
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
J. Mark Nickell & Company has been serving clients in Middle Tennessee and beyond since 1994. As an independent firm, we focus on delivering financial confidence, trusted investment counsel, and in-person human connection to a select group of families. Our singular purpose is to look out for our clients' overall financial well-being across a broad spectrum of planning areas including, but not limited to, tax, estate, investments, retirement, cash flow and risk. Please visit our website for more information on our services and how to get in touch.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.