FSG Wealth Advisors, LLC

Anthony Chalmers is a financial advisor at FSG Wealth Advisors, LLC in Memphis, TN, holding a Series 65 designation and over 26 years of experience. He has worked at Chalmers Poole, CPAs since 2000, a firm that provides tax preparation and planning services and shares office space and ownership ties with FSG Wealth Advisors. FSG Wealth Advisors is a fee-only advisory team managing $20.8 million in client assets, serving individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach focused on tax efficiency and integrates financial planning into portfolio decisions without market timing.

Ilinda Parham is a CFP® and CPA with seven years of experience at FSG Wealth Advisors, LLC and eighteen years at Financial Strategy Group, PLC. She operates a tax planning and preparation sole proprietorship and serves as an independent contractor for Chalmers Poole, CPAs. FSG Wealth Advisors is a fee-only advisory team serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and limited financial planning. The firm employs a strategic asset allocation approach focused on tax efficiency, using primarily low-turnover mutual funds and ETFs.

Wes Poole is a Series 65-licensed financial advisor with one year of industry experience, currently serving at FSG Wealth Advisors, LLC in Memphis, TN. He co-founded and is a Principal at Chalmers Poole, CPAs, a tax planning and tax return preparation firm, where he has worked since 2020. Prior to that, he spent ten years with Financial Strategy Group, PLLC. FSG Wealth Advisors is a fee-only advisory team focused on discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach using primarily low-turnover mutual funds and ETFs, emphasizing tax efficiency and semi-annual account reviews.