Who Do We Serve?
With locations in Williamson and *Wilson counties, we serve families throughout the Middle Tennessee and Nashville Area. All types of investors rely on us for advice and guidance, including pre-retirees and retirees, small business owners, music industry executives, and business leaders from medical, publishing, and many other industries.
While we are currently accepting new clients, we are very selective about those with whom we choose to work. It has never been our goal to be all things to everyone, but rather, to be all things to a select few. The only way we can deliver the level of service we believe our clients deserve is by keeping our practice at a reasonable size.
*Our Wilson location is an office of convenience and not a registered branch address. Please be sure mail or communications are directed to the registered branch address in Franklin, TN.