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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.

The TBH 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

Investment Management

Make your money work for you with customized investment management. We build bespoke portfolios that empower you to reach your financial goals.

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Retirement Planning

A comfortable retirement begins with personalized planning. We work with you to determine your financial goals, select the right income solutions, and track your progress over time.

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Business Retirement Planning

Plan for retirement with services specially designed for business owners. We help you prepare for succession events and set aside adequate funds to enjoy your retirement years.

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Tax Planning

Minimize your tax burden with comprehensive tax planning. We make sure you receive all the credits and deductions you’re entitled to, no matter how complex your tax situation is.

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Education Planning

College can be expensive. We help you lessen the financial burden with long-term education planning that identifies potential costs and ways to cover them.

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Estate & Legacy Planning

Planning for the future can be a sensitive matter. We guide you through crafting a plan that ensures your heirs and your community are taken care of for years to come.

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Insurance & Risk Management

Safeguard your assets from the unforeseeable. We assist you in selecting and managing insurance products that control your risks.

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TBH Advisors

Meet Our Leadership

David Merrell

Managing Member

Travis Anderson

Managing Member

Sam Davis

Managing Member

Phil Reynolds, CFP®

Managing Member

Clients

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

We partner 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.

We partner 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.

ARTICLES

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.

We put your financial goals
and peace of mind first.