TAMMA Capital, LLC

I'm Paul Fenner, founder of TAMMA Capital, Certified Financial Planner®, and Enrolled Agent.

Most families have an investment advisor, an accountant for taxes, and an estate planning attorney, but no one connecting the three. I coordinate it all so you see the whole picture. I build the plan, manage the investments, and prepare and file your returns myself. 

Taxes touch every decision: how you fund college without wrecking financial aid, how you draw down in retirement, how you structure your estate. When one person holds all of it, those pieces work together instead of against each other.

My clients are directors and senior professionals who span all industries. High income, kids still at home, and multiple priorities pulling against each other, including funding college and funding your own retirement.

This channel is home to my podcast, the Emotional Balance Sheet, where I work through the real decisions families like yours face.

Learn more: http://www.tammacapital.com