Held to a higher standard

The members of the Tumlin Levin Sumner Wealth Management team are well-versed in dynamic portfolio management, as well as retirement planning, risk management, estate planning and charitable giving strategies.

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Hall Sumner obtained his CFP^® certification in 2007. Being CFP^® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.

How does working with a CFP^® certified advisor benefit you? Certified Financial Planner^™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP^® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

We will work with your attorney, CPA and other professionals to ensure you have a holistic wealth management plan that incorporates the matters that matter most to you. Simply put, we’re professionals who stand at the ready to offer high-caliber advice for your financial life, so you can focus on living yours.