PFM Elite provides financial consulting services over a wide range of disciplines tailored to specific client situations. If you are interested in discussing how we may help you achieve your desired outcome, click the button below to set up a brief, no obligation, call for further discussion. For details on specific services we cover, use the buttons on our home page.
There is no fee for this introductory consultation. An advisory relationship is established only through a written agreement.
Charles E. (Chuck) Nash, CFP, CLU, ChFC
Chuck Nash is a financial consultant located in Franklin, TN, the founder of PFM Elite and investment advisor representative with Brookwood Investment Group. Investment advisory services are offered through Brookwood Investment Group LLC; PFM Elite is a consulting brand used by Charles E. (Chuck) Nash.
He began his financial services in 1981 and completed the Certified Financial Planner (CFP) program in 1987. He opened his private practice in 1993 under the name Personal Financial Management (PFM) and incorporated as PFM Advisor in 1998. In 2021, he founded PFM Elite to provide financial consulting services using selected partner firms with Brookwood as his core partner.
In addition to the CFP designation, he is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA) and a IRMAA Certified Planner (IRMAACP).
Born in Nashville and raised in nearby Franklin, Chuck is a lifetime Tennessean and still resides in Franklin with his wife Deborah. They have two grown children, both of whom live in the Nashville area. They enjoy traveling abroad, especially in the Mediterranean region.
Over his 40+ years in the financial services industry, his primary mission has been to help his clients pursue their stated goals through holistic planning and a focused attention to detail.
Investment advisory services are offered through Brookwood Investment Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is an advertisement for advisory services and is provided for informational purposes only. It is not personalized advice or a recommendation. All investing involves risk, including loss of principal, and past performance does not guarantee future results. Services are offered only where properly registered or exempt. See Form ADV and Form CRS at www.adviserinfo.sec.gov.