About My Practice
Big Picture to Smallest Details
Our credentialed professional staff is experienced in advising individuals, families, and their business ventures on financial and investment matters from the big picture to the smallest details. We strive to bring creativity and soundness to each engagement.
Investment Portfolio Management
We offer portfolio management services driven by your objectives and our original research and market insights.
Wealth Advisory Services
We also offer wealth advisory and financial planning services to meet the multi-generational objectives of all family members consistent with their values and intra-family dynamics. When our clients ask us to lead and coordinate the related work of family attorneys, accountants, and other relevant parties, which they often do, we strive to ensure design and implementation is perfected in alignment with family members' intentions and priorities.
Thank you for your consideration. We look forward to visiting with you.
Keith Newcomb is the founder and owner of the registered investment adviser firm Full Life Financial LLC, and provides portfolio management and wealth advisory services to families and individuals.
He is a Chartered Market Technician (CMT) with 15+ years of experience managing multi-asset class portfolios using a technical analysis driven process.
He is a CERTIFIED FINANCIAL PLANNER™ Professional who provides wealth advisory services and helps clients bring harmony to their financial lives.
He is an Accredited Investment Fiduciary™ (AIF®), trained to understand best practices for delivering services through a consistent process that places client interests first.
His views on the market and personal finance are frequently quoted by national publications such as Barron's, Bloomberg BusinessWeek, Financial Times, The Wall Street Journal, Investor's Business Daily, The Bond Buyer, Money Magazine, Kiplinger's, SmartMoney, Reader's Digest, and numerous other trade and consumer publications.
He serves on the national Government Relations and Public Policy Advisory Council of the Financial Planning Association, the largest membership organization for personal financial planning experts in the United States.
He serves on the Board of Directors of FPA-PAC, Inc., the only political action committee focused on issues affecting the personal financial planning profession.
He is the 2012-2013 Chairman of the Advocacy Committee and a member of the Long Range Planning Committee of the Market Technicians Association, a professional organization for financial technical analysts.
He served as 2009 Chairman of the National Government Relations Committee of the Financial Planning Association, and as a member of the 2009 Board of Directors of its related political action committee, FPA-PAC, Inc.
He is a graduate of Belmont University, where he earned the Bachelor of Business Administration, cum laude, and was a Presidential Scholar. He is a past president of the Belmont University Alumni Board.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Life insurance: TN and other states upon client request, Health/disability insurance: TN and other states upon client request, Fixed annuities: TN and other states upon client request, Variable annuities: TN and other states upon client request
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Market Technician (CMT), and AIF®
Considerations: There is no charge to meet and discuss what your family wants to accomplish, and how you'd like me to help. Generally: Investment Advisory fees depend on portfolio size, financial planning fees depend on the time devoted, and insurance is commission-only.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.