Personalized financial planning, wealth management, and retirement strategies for executives, physicians, dentists, business owners, and successful retirees, offering experienced, fiduciary guidance every step of the way.
We believe your financial life deserves more than a one-size-fits-all plan. Our team helps you simplify decisions, protect what matters, and build a future on your terms.

Follow us for insights on building lasting wealth – both personally and professionally.

Learn more → www.sdtplanning.com


Mission:
Through personal financial planning, we equip clients to make decisions, so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship.

The SDT Team® Pledge
At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge.

We empower you → You will feel in control of your money, instead of your money controlling you.

We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals.

We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name.

We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you.

We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us.

Disclosures: https://www.sdtplanning.com/license

Spaugh Dameron Tenny

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Spaugh Dameron Tenny

Org chart

Teams

Offices

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