James "Blake" Bowman

CFP®

Wave Wealth Planning, LLC

Founder & Financial Planner

Contact Me

James "Blake" Bowman

CFP®

Wave Wealth Planning, LLC

Founder & Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James "Blake" Bowman, CFP®

Contact Me

615-724-0058

Website

Helping good people live their version of the good life

Meet James "Blake" Bowman

I care deeply about my clients' success and view all clients as friends. I'm nostalgic about the future, in part because of my enduring belief in the power of good people.

I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering key comprehensive financial planning topics.

After spending nearly 6 years at a large financial institution, I founded Wave Wealth Planning, LLC with the goal of always putting my clients first.

 

Here to help, 

Blake

James "Blake" Bowman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Bowman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact James "Blake" Bowman

615-724-0058

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Office Locations:

  • 2005 Capers Ave #25
    Nashville, TN 37212

Wave Wealth Planning, LLC ("WWP") is an Investment Advisor registered with the State of Tennessee. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 615-724-0058 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from WWP with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.wavewealthplanning.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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