Paul Fenner, CFP®, EA, ChFC®, CRPS®

Serving parents who have twins, triplets, or multiple kids.

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TAMMA Capital Paul Fenner, CFP®, EA, ChFC®, CRPS®
Commerce Charter Township, MI

Serving Clients Nationwide

Serving parents who have twins, triplets, or multiple kids.

18 Certified Advisor Reviews™
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Areas of Focus

  • Compensation Planning
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Paul Fenner. I have a set of 13-year-old triplets, a 11-year-old, and a spouse who has a demanding full-time career. Time is something you feel like you don’t have, yet it is also the thing that haunts you if you don’t feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life too.

That’s why, when my triplets were born, I founded TAMMA. I saw firsthand how my own family struggled with financial anxiety, and the challenges and pressures it caused. This is one of the reasons why I chose to become an investment advisor and build my firm to help bring peace of mind to others.

Now I offer you that same path to financial health so you can achieve peace and security. Many busy families just like yours are experiencing relief and confidence from having a financial advisor in their corner, and you can too.

➕ GET TO KNOW PAUL FENNER

Paul Fenner has 22+ years of wealth planning, portfolio management and tax preparation/planning experience; and equal years in business accounting, finance, and operations. He received his BA from Adrian College, and his MBA from the University of Findlay.

Giving back to our community is important to TAMMA. Paul is a board member of Camp Casey (a non-profit organization that provides horseback riding programs to children with cancer and rare blood disorders), a board member of the Adrian College Alumni Board, as well as volunteering with the Commerce Elementary School PTA.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Plans Specialist (CRPS)
  • Enrolled Agent (EA)
  • Master of Business Administration (MBA)

Affiliations

  • Financial Planning Association
  • National Association of Tax Professionals (NATP)
  • XY Planning Network

Primary Location

6054 Strawberry Cir, Commerce Charter Twp, MI 48382

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This meeting is all about you. We take the time to listen, understand, and gain perspective on your financial and lifestyle challenges and needs. After carefully listening to you, we will explain the work that we do within our Family Office, which includes wealth planning, portfolio management, and tax services. From there, we discuss the TAMMA journey that our client families experience, all within a relaxed environment focused on how we can help you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

We provide stress-free, personalized financial solutions and lifestyle planning for busy parents.

Every busy family deserves financial freedom and security.

It doesn’t feel good to wonder, “What if we don't have enough or we won't be able to get what we want?" From a full work schedule to the hustle and bustle of raising children, there’s no wonder why it’s hard for families to gain control of their financial future. Some days, you are just lucky if dinner hits the table on time. From possibly overspending, not having enough in savings, or just feeling overwhelmed by the options for investing, the pressure to figure it all out on your own is just too much.

Taking the first step forward can feel daunting and sometimes just overwhelming. It’s just been easier to push off financial planning until another day, but deep down, you know you can’t keep doing that anymore.

You want to feel confident and have the peace of mind that comes from having a solid financial foundation for your life and your family.

We can help.

✔️ Gain Customized Family Support: Get access to expert wealth planning, portfolio management, and tax preparation under one umbrella while reducing the multiple financial and lifestyle pressures facing your family.

✔️ Be Supported and Guided: Be financially prepared for any life transition. We are financial advisors in Commerce Township, MI, but offer financial services to clients across the country.

✔️ Gain Financial Freedom and Confidence: Obtain insight and strategies to help you avoid emotionally driven decisions during critical life transitions, ensuring you are never alone.

✔️ Ease Your Financial Stress: Get access to expert wealth planning, portfolio management, and tax preparation under one umbrella while reducing the multiple financial and lifestyle pressures facing your family.

Education

BA from Adrian College | MBA from the University of Findlay

Hobbies and Interests

  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 24, 2023
My husband and I have been working with Paul/TAMMA Services for almost a decade and have continuously been impressed with his attention to detail regarding our finances, as well as attention to us as people/clients. He has assisted us in asset growth, tax services, college funding and estate planning. He has also been a trusted and educated financial point person when we had questions related to family needs/changes. Highly recommend without any reservation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jody Zak
Jody Zak

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 4, 2023
Working with Paul at TAMMA Capital has been a wonderful and re-assuring experience. He not only manages my portfolio as if it was his own but also encourages you to examine your goals and desires to help pave the way for short-term and long-term quality of life. He stays in touch regularly, is a very good listener that explains things in a practical manner and he exudes confidence…all very comforting. I feel he has my back!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Diane S.
Diane S.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 3, 2023
After expanding our family this past year we decided it was important to focus on our long term goals and began working with TAMMA. Paul has been phenomenal and patient in explaining every aspect of our overall portfolio. His approach is focused on our overall lives and well being vs a typical “financial planner” which has helped us make better decisions that are aligned to our family goals and purpose. Most importantly, he has immediately made us feel we are part of his family and we feel he is a large part of ours. I couldn’t recommend TAMMA enough.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Danielle Bartell
Danielle Bartell

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 29, 2022
We have had an excellent experience with Tamma Capital. Paul is personable, knowledgeable, and responsive. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Massena
Mary Massena

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2022
For those looking for a financial planner, or those who are not absolutely thrilled with their current financial planner, please seek out Paul Fenner from TAMMA Capital. It’s a family owned business that is just amazing. After years of searching for the right fit, I found not just a financial planner, I found a home. Paul takes the time to get to know you, and is along for the journey as your life continues with its ups and downs. I cannot stress enough how much trust this company, Paul and the advice he gives. Please reach out to him if you find yourself questioning where you are financially, or where you need to be.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Diane Soulliere
Diane Soulliere

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2022
It has been a pleasure working with TAMMA Capital. Paul has completely changed the way we approach our finances. We didn’t just want to work with a firm that doesn’t understand financial picture. Paul understood us right from the beginning! We look forward to continuing working with TAMMA for years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rich Bartell
Rich Bartell

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2022
We have been with TAMMA Capital for about three years and couldn’t feel more secure about our wealth management and our future. Paul has our trust and always has our best interest in mind. Great communication - Paul is always available when we have questions. Thank you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ingrid E.
Ingrid E.

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2022
By far the best financial advising experiences we’ve ever had. Paul has been there for us, in aiding in all our recent huge life changing decisions
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brent Snyder
Brent Snyder

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2022
Had helped us plan many facets of our future, including retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy Strand-Snyder
Amy Strand-Snyder

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 26, 2022
Working with Paul is great. Although we had done a reasonable job managing funds on our own, he helped us see what we were missing including helping us to eliminate some excessive fees and understanding some of the risks we were exposed to.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jen Armstrong
Jen Armstrong

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 26, 2022
Paul and the TAMMA team are knowledgeable, professional and care about their clients. Working with TAMMA has given me piece of mind that my finances will be maximized to their fullest potential up through retirement and beyond. Paul has shed light on many financial opportunities that I didn’t know were available to me or even existed. It’s fair to say that I sleep well at night knowing my financial future is looked after with care and expertise. Thank you TAMMA!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian G
Brian G

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 26, 2022
Paul is gracious and kind. His communications are clear and helpful. His integrity is obvious and exceptional.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rebecca Rittenger
Rebecca Rittenger

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 18, 2022
Ever since working with TAMMA, our financial growth has taken off. Paul has been there for more than our retirement investments. He also manages our tax return every year. He has met with us on several occasions such as: 1) helped us with our decision when we considered buying a home 2) helped me find options on how to apply for school loan forgiveness 3) helped us refinance 4) helped us with our decision to send our oldest child to a private school and even met with us personally to help us fill out financial aid in the application process. 5) encouraged us to family plan and initiate a will/ trust It is evident that Paul cares and takes on our concerns as his own. He has always been there for us when we needed him. He is trustworthy and efficient.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer Lacolla
Jennifer Lacolla

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 23, 2021
Paul and TAMMA Capital. Have always been there for us and have helped us through some tough times.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Merkle
Dave Merkle

5 Stars

✅ Wealthtender Certified Advisor Review™
May 1, 2021
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Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Emily Bailey
Emily Bailey

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 5, 2021
Paul is a great listener, and a talented financial manager. I highly recommend Tamma Capital!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dog Mom
Dog Mom

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 21, 2021
Paul has done an outstanding job helping our family reach our retirement and wealth planning goals. With his guidance on our finances and retirement planning we are well on our way to hitting our goals! Would recommend TAMMA to anyone!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Larry Hammons
Larry Hammons

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2020
Paul is always available to address the needs of his customers. Whether it be shifting funds, tax questions, settting up accounts or answering questions, he’s always prompt, professional, and takes action. With careers, children, & a busy lifestyle, I rest well knowing that Paul is managing our funds and keeping us on track to achieve our financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy Woloski
Amy Woloski