Shoemaker Financial of Memphis

Shoemaker Financial of Memphis is a financial planner in Memphis, TN. The firm serves business owners, individuals, and families through every stage of their financial journey, with services spanning financial planning, investment planning, retirement planning, estate and legacy planning, and tax planning strategies. For businesses, it offers business planning, retirement plan consulting, employee benefits design, and business succession planning, along with insurance solutions. The practice has a history of more than 45 years, dating to its founding in 1978.

Shoemaker Financial describes its approach as comprehensive planning: advisors analyze every facet of a client's financial situation and build tailored strategies rather than focusing on returns alone. The firm's stated values are integrity, trust, and mutual respect, and it describes client relationships as enduring and family-like. Its advisors pair that experience with leading tools and technology.

The team includes 51 advisors and 27 support staff across 9 offices. Shoemaker Financial also produces a weekly radio broadcast, "Talk Money with Jim Shoemaker," covering financial and economic topics, and sponsors and attends industry events. Team members hold designations including CFP, CLU, ChFC, CFS, CKA, CEPA, RICP, and AIF.

The office sits on West Street, about 0.1 miles from that road, roughly 0.2 miles from both Daybreak Specialized School and Methodist Le Bonheur Germantown Hospital. Poplar Avenue is about 0.3 miles away, with Germantown Presbyterian Preschool and Poplar Pike each about 0.3 miles from the office.

For clients in Memphis weighing retirement, business succession, or estate decisions, Shoemaker Financial brings more than four decades of planning experience to the work.

Services:

• Business Services
• Insurance Solutions
• Market Update
• Personal Services
• Upcoming Events