About Us
Our Commitment
to You
Our Story
Cypress Wealth was born out of the need to address the financial challenges our own families faced as they navigated the complexities of aging. They had placed their trust in financial professionals whose primary focus was selling products rather than delivering meaningful solutions, and the results were less than desirable. Knowing there had to be a better way, John went in search of the answer.
Through this journey, John came to understand that true financial success lives at the intersection of thoughtful stewardship, comprehensive planning, disciplined investment strategies, and genuine relationships. He uncovered philosophies and methods that not only produce meaningful results but also empower people to build lasting financial confidence and security. Those discoveries ultimately led him to a simple but powerful question: “Why isn’t everyone doing it this way?”
Our mission is simple and unwavering: to always put your interests first. As fiduciaries, we are committed to acting with integrity, transparency, and a laser focus on helping you achieve your financial goals. Unlike traditional firms, we don’t sell products or earn commissions—our sole priority is delivering personalized advice and objective solutions tailored to your unique needs.
As a fee-only, independent financial planning firm, we proudly serve individuals, families, and businesses. Our comprehensive services are thoughtfully designed to simplify and enhance every stage of your financial journey.
We believe financial planning goes beyond managing money—it’s about helping you discover your true wealth. With expertise, care, and an unwavering commitment to your success, we aim to empower you to make confident, informed decisions today, build a secure foundation for the future, and leave a lasting legacy.
Our Commitment
to Craftsmanship
A Legacy of Craftsmanship
Craftsmanship is the art of creating something exceptional with skill, care, and dedication. It’s about attention to detail, pride in quality, and the pursuit of excellence. Whether it’s crafting a product, a plan, or a legacy, true craftsmanship reflects a commitment to doing things the right way, with purpose and precision.
In a world of rapid technological advancement and ever-busier schedules, our lives feel rushed. More frazzled. Taking the time to create something beautiful and enduring helps give our lives meaning. Crafting a legacy that embodies your history and traditions is enormously powerful. It transcends the noise, resonating in ways we’ve forgotten or longed to rediscover.
Whether we’re physically crafting something with our hands or helping you design a plan to achieve your goals, we take immense pride in our craftsmanship. In an era increasingly dominated by planned obsolescence—where things are designed to be replaced—we choose to focus on creating lasting value.
Our aim is to do the job so well that its impact endures for generations. When objects, institutions, and legacies are built to stand the test of time, they become a gift to those yet to be born. This philosophy reflects a deep respect for the future, ensuring the next generation—the cherished cornerstone of every family—benefits while honoring the needs of the present.
Meet Our Team
John Anderson, CFP, AIF
Founder
Anne Mahony
Director of Client Operations
Our Philosophy
We approach financial planning as a form of craftsmanship—meticulously designing personalized strategies that reflect our commitment to excellence and enduring value.
Our Focus
Our priority is you—delivering clear, effective financial guidance tailored to your needs. Our mission is steadfast: to always put your best interests first.
98%
Client
Retention Rate
Address
2171 Judicial Drive #110
Germantown, TN 38138
info@cypresswm.com
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Legal Disclosures
Cypress Wealth Management is a registered investment adviser. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.