General Info

Travis Bearden is a CERTIFIED FINANCIAL PLANNER professional whose mission is to work with Physicians, Business Owners, and Retirees by providing expert guidance for a lifetime of financial security. From start-up to expansion, from public to private, building passive income that lasts, Travis works with clients to identify their financial security needs and then focuses on solutions that are transparently meaningful and doable. His joy is to partner with families to help them be good stewards.