James Blake Bowman

About Blake:

Veterans hold a special place in my heart. My grandfather was a Purple Heart Recipient. He served in both the Korean & Vietnam Wars. He served in both the Army and the Air Force before retiring from service. My father, two of my uncles, and many other family members and friends served in the military as well. I am proud to offer a $1,000 upfront discount to any veteran that will allow me to serve them.

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.

About Wave:

Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, TN. Our boutique firm is designed with you in mind. We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Money can be complicated, but we believe in making it simple so you can focus on living!

We believe in putting our clients first at all times, serving all clients as a fiduciary. We do not sell any products or receive any commissions from anyone. We simply charge a transparent fee to our clients for our services. Our core values:  Integrity, Service, Simplicity, Independence, Empathy.

Designations & Certifications

Wave is a registered Investment Advisor in the state of Tennessee. Blake is a CERTIFIED FINANCIAL PLANNER™. We are NAPFA registered and a member of XYPN.

Wave Wealth Planning, LLC (WWP or WAVE) is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. Follow-up or individualized responses to consumers in a particular state by WWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WWP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.