ERIK MILAM, PARTNER

Erik Milam’s passion is to help people create a vision for their future, capitalize on opportunities, and increase personal freedom. Typical clients include: Heirs of wealth, entrepreneurs, attorneys, songwriters, and retirees. Erik delivers coordinated financial advice tailored to enhance quality of life, manage transitions, and reach goals successfully. Specializing in investments, insurance, education, retirement plans, tax and estate planning, Erik strives to help clients define priorities and maximize their financial resources so they can support the people, life experiences and causes they care about most. He believes proper financial planning, investing and risk management can make money a source of joy, rather than stress and fear. Erik is a Nashville native, a graduate of Montgomery Bell Academy and Baylor University. Professional accolades include: Investment News Top 40 under 40 in the United States financial planning industry, and Nashville Business Journal Top 40 under 40 awards. LICENSES & CERTIFICATIONS: Certified Financial Planner™ practitioner, CFP® Registered Life Planner® Licensed Insurance Agent

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