Getting Started

Simple is Best

Church Street Advisors is an independent Registered Investment Advisor in the State of Tennessee. We have advisor agreements at most major discount brokers, including Fidelity, Interactive Brokers, and Etrade. We also use Schwab and Tiaa-cref.

We do not do financial planning, nor do we sell insurance or annuities. (By now most of you have figured out that financial planners are really selling insurance.) Our sole mission is helping you grow and protect your assets in a turbulent market using John Murphy’s Market Letter, The Dave Landry Letter and Morningstar research for Mutual Funds.

We provide one-on-one service with a quarterly review. We can help you set up your account at the investment firm of your choice. There is no fee for the initial consultation.

If and when you decide to quit using our services, there is no breakup fee or back-end fee. Our goal very simply is to make it as easy as possible for our clients to have outstanding investment performance at a minimal expense. Once you use our services, we are confident that you will not ever need a high fee full service broker.

Please contact us. A 15-minute review might make the difference in your retirement.