Wealth Management
and Certified Financial Planners

Is This You?

When your computers aren’t working correctly you don’t make money and are unable to increase your clients’ wealth and mitigate their financial risks. You know you need better security for Microsoft 365 but your IT guy doesn’t know what to do next besides telling you to turn on two factor authentication.

SCHEDULE A SECURITY ANALYSIS

We Help Wealth Planners & CFPs:

Secure their own computers and Microsoft 365 to regulatory standards (SEC, state, FINRA and/or your BD).

Eliminate downtime for anything within their control

Work with your BD to meet their cyber standards without killing productivity

Protect your digital assets against hackers and attackers

Get an incredible value for their IT spend

We’ll work with your executive team and together create a bespoke plan:

We meet with you at your office to learn about your goals and the biggest risks you face on your entrepreneurial journey

You get a plan tailored to meet your goals combined with our decades of technical expertise to ensure that it will be relevant for years to come

We execute on the plan so you can focus on your clients and your business

Repeat both Quarterly and Annually

WHAT PEOPLE SAY ABOUT US

Always Go Above and Beyond

JM Addington Technology Solution is the best IT company we have ever worked with. They are professional, attentive and responsive.

They go above and beyond every time!

If you need to protect your clients’ confidential information, use them!

BRYAN DICKEY | EMPOWER WEALTH MANAGEMENT

Just Overall Good People

💥 Great to have an IT partner with fast response to our needs, knowledgeable with our regulated industry, and just overall good people. JM Addington is a good team if you want to keep your 💻💾🖥 protected.

JONATHAN BEDNAR, CFP | PARADIGM WEALTH MANAGERS

We Got It Right The First Time: We Partnered With JM Addington Technology Solutions

We got it right the first time: when we founded Head Investment Group we partnered with JM Addington Technology Solutions. They are responsive, have a high degree of technical knowledge – all at a competitive price.

We appreciate that they do not talk down to us.

You ought to have a conversation with their team. Technology is just as much about the people as the technology itself. You want a team who knows you, your business and who makes appropriate recommendations when called. That is JM Addington Technology Solutions, we have never looked back.

JONATHAN HAYES | HEAD INVESTMENT GROUP

We Would Be Lost Without Them

JM Addington Technology Solutions is instrumental to our business. They provide excellent customer service with knowledgeable, friendly and professional techs. JM Addington Technology Solutions goes beyond the call of duty and we would be lost without them.

Call JM Addington Technology Solutions today to take care of your Wealth Advisory IT needs.

BARBARA MILLION | PRESIDENT, EMPOWER WEALTH MANAGEMENT

Just Trust JM Addington Technology Solutions

JM Addington Technology Solutions is more responsive than any other provider. They are incredibly responsive and they are incredibly concerned for the security and efficiency of our technology.

Just trust JM Addington Technology Solutions: they always give the right answer and never recommend anything other than what is best for our technology.

RICK DISHAROON | PRINCIPAL AT SLATE, DISHAROON, PARISH & ASSOCIATES

You can’t achieve financial success without a financial plan.

You can’t achieve technology (business) success without a technology plan.

Call us today for a free consultation to create your own technology plan.

865-409-1500

You’ve Got This.

You have worked too hard to build up your business and gain the trust of your clients, it isn’t worth losing that trust over a data breach.

Create a plan with JM Addington Technology Solutions so you can grow your clients’ wealth, grow your business and achieve your own goals.

SCHEDULE A SECURITY ANALYSIS

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