Firm Overview
Finding a financial planner is easy. Finding a financial planner who understands the specific goals and needs of physicians is a different story.
At Spaugh Dameron Tenny, we’re passionate about helping physicians protect and plan for the future. For over 50 years, we have served the medical community, have seen the trends, and have gained the knowledge to guide physicians and their families toward the goals which are important to them. Along the way, we’ve earned a solid reputation and a unique distinction in the Carolinas.
Our continuing goal is to be the first choice for physicians wanting financial guidance, whether it be through a large group practice or a solo practitioner. Whether you’re a resident or a specialist, we value all clients, and for each we work tirelessly to achieve positive results in the most cost-effective manner possible.
By forging relationships that last, our team's goal is to help take the uncertainty and confusion out of planning for the future. Our expertise in comprehensive planning addresses issues such as:
- Asset protection strategies
- Investment allocation
- Insurance strategies
- Estate planning
- Tax reduction strategies
Simply put, the difference is personal. At Spaugh Dameron Tenny, the success of our clients is our passion.