Sumner Asset Management is an independent fee-only wealth management firm that delivers holistic financial guidance to high and moderate-net worth investors throughout the United States.

Sumner Asset Management differs from traditional financial services firms in several key ways. Advisors are legally bound to provide objective financial advice. They are compensated by the fees paid by clients, not by commissions from transactions or incentives for recommending investment products, brokerages or mutual funds. The firm’s interests are aligned with those of clients to build, preserve and maximize client wealth. The result is unparalleled objectivity, unmatched personal service and unequalled results delivered by professionals uninfluenced by outside interests.

Sumner Asset Management serves investors from headquarters in Hendersonville, Tennessee.