Transcendent Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

James Mumaw

CFP®

Private Wealth Advisor

Visit James Mumaw's website

Katherine Mumaw

CFP®

Financial Advisor

Financial Planning Specialist
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Joann Maloney

Associate Financial Advisor

Visit Joann Maloney's website

Ted Davis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ted Davis's website

Natalie Davis

BFA, CRPC

Financial Advisor

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Jackson Thomas

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Ben Tuck

CRPC, APMA

Financial Advisor

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Braxton Gilmer

Associate Financial Advisor

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Wrenn Cox

CFP®

Financial Advisor

Visit Wrenn Cox's website

Declan O'Connell

CFP®

Financial Advisor

Visit Declan O'Connell's website

Benjamin Devine

MSFS, CFP®, RICP®, APMA, ChFC®, CRPC, CAP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Benjamin Devine's website

Matthew Lang

CFP®

Financial Advisor

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Allison Taylor

MBA

Financial Advisor

Visit Allison Taylor's website


Team

Andy Aro

Andy Aro

Office Manager

Chris Berry

Chris Berry

Financial Planning Assistant