Build a brighter financial future.
Navigating your finances can be overwhelming. Protect your long-term goals with our client-first approach to financial planning and wealth management.
Invest in your future with confidence.
You have big financial goals. We have the people and tools to help you achieve them and protect what matters most.
Find a path to
financial clarity.
At TBH Advisors, we put your financial goals and needs first. Choose a firm that can help you find a clear path to financial success.
Manage your wealth with solutions as unique as your needs.
Your financial goals are as unique as you are. Our client-first approach ensures your wealth management solutions are too.
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THE TBH ADVISORS WAY

We put your financial goals
and peace of mind first.

At TBH, you come first. We help you find
financial clarity through strong client-advisor relationships,
customized solutions, and advice you can trust.
Our Focus & Services
TBH Advisors

Meet Our Leadership

David Merrell

Managing Member / Founder

Travis Anderson

Managing Member / Financial Advisor

Sam Davis, CFP®

Managing Member / Financial Advisor

Phil Reynolds, CFP®

Managing Member / Financial Advisor

Clients

Your goals are unique. Your financial plan should be too.

TBH partners with high-net-worth individuals, including business owners, executives, and professional athletes. Through a combination of comprehensive planning and personalized financial services, we help our clients build, manage, and preserve their wealth.

PROSPECTIVE ADVISORS

You support your clients. We support you.

TBH partners with independent advisors who are dedicated to their clients and craft. Just as we do with our clients, we help you focus on what matters most so you can achieve your business goals.

Contact TBH

Learn more about TBH and how we can help.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.

Contact TBH

Let us assist you in achieving your financial goals.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.