Who We Are

Coordinated Wealth Management is a full service wealth management firm offering investment advisory and financial planning. Additional consulting services include risk management, retirement and cash flow management, tax planning and estate planning. We are an approved advisor with Dimensional Fund Advisors (DFA) and provide all services on a flat retainer fee basis.

Meet Our Advisors

Isn’t It Time To Find Out What You’re Really Paying?

We believe the flat retainer fee is the best way to remove the inherent conflicts of interest that are so prevalent in the industry today. If your advisor’s fees are directly tied to your assets under management, you are simply paying more because you have more. The amount you pay is not tied to your needs or the amount of work that is being on done your behalf. In fact, it’s just the opposite.

You shouldn’t be paying more just because you have more.

Our Approach

Just like a good football team needs a solid quarterback, you and your family need a financial quarterback who has the skill set to help you with all things financial.

Coordinated Wealth Management fills the role of that financial quarterback. We can work with your accountants, attorneys and other financial professionals to make sure all pieces of your overall financial plan are working together to create a winning team. Our goal is to put ourselves in your shoes to help you achieve all that you and your family want out of life.

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Contact Us

David Fesmire, Investment Advisor Representative

(615) 369-0738 Office

(615) 948-4242 Mobile

(615) 296-4316 Fax

Thank you for contacting us!