About Aurum Nashville Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Aurum Nashville team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
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Team locations
West Conshohocken, PA
300 Barr Harbor Dr. Suite 175,
West Conshohocken,
Pennsylvania,
19428
+1 (610) 234-2100
Fort Washington, PA
501 Office Center Drive Ste 101,
Fort Washington,
Pennsylvania,
19034
+1 (215) 886-5800
Burnsville, MN
350 W Burnsville Pkwy Ste 600,
Burnsville,
Minnesota,
55337
+1 (952) 895-1670
Jacksonville - Orange Park, FL
165 Wells Rd Ste 407,
Orange Park,
Florida,
32073
+1 (904) 541-0076
Eden Prairie, MN
775 Prairie Center Dr Ste 380,
Eden Prairie,
Minnesota,
55344
+1 (952) 249-5000
West Des Moines, IA
1055 Jordan Creek Pkwy Ste 224,
West Des Moines,
Iowa,
50266
+1 (515) 224-1770
Jacksonville - Town Center, FL
10751 Deerwood Park Boulevard, Suite 302,
Jacksonville,
Florida,
32256
+1 (904) 600-5920
Boston, MA
Ten Post Office Square, Suite 1200 South,
Boston,
Massachusetts,
02109
+1 (617) 695-2100
San Marino, CA
2650 Mission Street, Suite 205,
San Marino,
California,
91108
+1 (626) 286-4029
Houston - West Houston, TX
18211 Katy Freeway Suite #225,
Houston,
Texas,
77094
+1 (281) 717-2177
Los Angeles, CA
12121 Wilshire Boulevard, Suite 1250,
Los Angeles,
California,
90025
+1 (310) 772-2600
Malvern - Liberty Blvd, PA
30 Liberty Blvd, Suite 200,
Malvern,
Pennsylvania,
19355
+1 (610) 651-2777
Walnut Creek - Mt Diablo, CA
1850 Mt Diablo Blvd STE 100,
Walnut Creek,
California,
94596
+1 (925) 658-5500
Charlotte, NC
4521 Sharon Road, Suite 400,
Charlotte,
North Carolina,
28211
+1 (704) 553-8006
Raleigh, NC
4101 Lake Boone Trail, Suite 116,
Raleigh,
North Carolina,
27607
+1 (984) 344-9139
Rock Hill, SC
331 East Main Street, Suite 403,
Rock Hill,
South Carolina,
29730
+1 (803) 329-5125
Denver - Cherry Creek, CO
100 Saint Paul Street Suite 640,
Denver,
Colorado,
80206
+1 (720) 799-8820
Tampa - East Jackson Street, FL
401 East Jackson Street, Suite 3300,
Tampa,
Florida,
33602
+1 (800) 492-1222
Arroyo Grande, CA
214 E. Branch Street, Suite B,
Arroyo Grande,
California,
93420
+1 (805) 937-4456
Madison - Science Drive, WI
440 Science Drive, Suite 302,
Madison,
Wisconsin,
53711
+1 (608) 276-9691
Madison - John Q Hammons Drive, WI
1241 John Q Hammons Dr. Suite 100,
Madison,
Wisconsin,
53717
+1 (608) 824-8600
Brookfield, WI
300 N. Corporate Drive Suite 270,
Brookfield,
Wisconsin,
53045
+1 (262) 648-0450
Appleton, WI
4321 W. College Avenue, Suite 200,
Appleton,
Wisconsin,
54914
+1 (920) 757-2501
Sioux Falls, SD
5006 South Broadband Lane Suite 110,
Sioux Falls,
South Dakota,
57108
+1 (605) 271-9697
New York - Grand Central, NY
60 E 42nd St #1555,
New York,
New York,
10165
+1 (212) 452-5900
Pittsburgh, PA
11 Stanwix Street Suite 2310,
Pittsburgh,
Pennsylvania,
15222
+1 (412) 288-9150
Greensburg, PA
132 South Main Street, Suite 300,
Greensburg,
Pennsylvania,
15601
+1 (724) 837-1130
Eden Prairie - North Office, MN
6200 Baker Rd,
Eden Prairie,
Minnesota,
55346
+1 (952) 975-9770
Rochester - Winton Road South, NY
2000 Winton Road South Building 4A, Suite 206,
Rochester,
New York,
14618
+1 (585) 241-5900
Winston Salem, NC
253 Executive Park Blvd Suite 1,
Winston Salem,
North Carolina,
27103
+1 (336) 723-1220
Wayzata, MN
801 Twelve Oaks Center Drive, Suite 826,
Wayzata,
Minnesota,
55391
+1 (952) 473-1116
Hickory, NC
201 Government Ave SW Suite 105,
Hickory,
North Carolina,
28602
+1 (800) 492-1222
Apple Valley, MN
14800 Galaxie Ave, Ste. #104,
Apple Valley,
Minnesota,
55124
+1 (952) 431-2224
Denver - Denver Tech Center, CO
7800 E Union Ave #450,
Denver,
Colorado,
80237
+1 (303) 243-3388
Larkspur, CA
700 Larkspur Landing Circle Suite 109,
Larkspur,
California,
94939
+1 (415) 461-4800
Folsom, CA
2600 East Bidwell Street I Suite 215,
Folsom,
California,
95630
+1 (916) 983-8200
Fort Myers, FL
10461 6 Mile Cypress Pkwy STE 503,
Fort Myers,
Florida,
33966
+1 (239) 791-8407
Milwaukee, WI
8909 N. Port Washington Road, Suite 206,
Milwaukee,
Wisconsin,
53217
+1 (414) 352-8460
Blue Bell - E. Township Line Road, PA
512 E. Township Line Road, Suite 220, 5 Valley Square,
Blue Bell,
Pennsylvania,
19422
+1 (267) 329-7621
Little Silver, NJ
200 White Rd., Suite 215,
Little Silver,
New Jersey,
07739
+1 (732) 945-5508
Los Angeles - Westwood, CA
10960 Wilshire Blvd Suite 405,
Los Angeles,
California,
90024
+1 (310) 734-4740
Oakland - Montclair Village, CA
6201 Medau Place Suite 101,
Oakland,
California,
94611
+1 (510) 339-3933
Scottsdale, AZ
6991 E. Camelback Square Rd Suite D 300,
Scottsdale,
Arizona,
85251
+1 (480) 805-8030
Falls Church, VA
300 North Washington Street, Ste. 101,
Falls Church,
Virginia,
22046
+1 (703) 584-2700
Las Vegas, NV
7201 West Lake Mead Blvd Suite 110,
Las Vegas,
Nevada,
89128
+1 (725) 316-5850
Bowling Green, KY
1131 Fairview Avenue, Suite 203,
Bowling Green,
Kentucky,
42103
+1 (270) 782-9222
Cincinnati - Blue Ash, OH
3660 Park 42 Drive, Suite 3650, 1st Floor, Office 109,
Sharonville,
Ohio,
45241
+1 (513) 653-5520
Columbia - Town Center, MD
10440 Little Patuxent Pkwy, Suite 570,
Columbia,
Maryland,
21044
+1 (410) 715-3600
Melville - 48 S Service Rd, NY
48 S Service Rd Suite 102,
Melville,
New York,
11747
+1 (631) 454-1585
Cornelius, NC
19460 Old Jetton Road, Suite 201,
Cornelius,
North Carolina,
28031
+1 (704) 596-8405
St. Louis - Gateway, MO
10733 Sunset Office Drive, Suite 225,
St. Louis,
Missouri,
63127
+1 (314) 858-9090
Houston - San Felipe, TX
5599 San Felipe, Suite 900,
Houston,
Texas,
77056
+1 (713) 627-7660
The Woodlands, TX
10077 Grogans Mill Rd, Suite 150,
The Woodlands,
Texas,
77380
+1 (281) 764-8239
Oakland, NJ
393 Ramapo Valley Road, Second Floor,
Oakland,
New Jersey,
07436
+1 (201) 347-3110
Greenville, SC
124 Verdae Blvd, Suite 504,
Greenville,
South Carolina,
29607
+1 (864) 288-2849
Centennial, CO
7700 E Arapahoe Rd., Suite 110,
Centennial,
Colorado,
80112
+1 (720) 482-1917
Albuquerque, NM
8000 Pennsylvania Circle, Suite B,
Albuquerque,
New Mexico,
87110
+1 (505) 889-8889
Lancaster, CA
43141 Business Center Pkwy, Suite 106,
Lancaster,
California,
93535
+1 (661) 265-0100
Cincinnati - Hunt Road, OH
4901 Hunt Road, Suite 201,
Blue Ash,
Ohio,
45242
+1 (513) 513-4026
Charleston, WV
500 Virginia St. E., #1200,
Charleston,
West Virginia,
25301
+1 (304) 443-4240
Thousand Oaks, CA
515 Marin Street, Suite 320,
Thousand Oaks,
California,
91360
+1 (805) 499-5700
Boston - Summer Street, MA
100 Summer Street, Suite 1600,
Boston,
Massachusetts,
02110
+1 (888) 448-4305
Lake Oswego, OR
5 Centerpointe Drive, Ste. 270,
Lake Oswego,
Oregon,
97035
+1 (503) 906-9624
South San Francisco, CA
611 Gateway Blvd Suite 120,
South San Francisco,
California,
94080
+1 (626) 286-4029