Reputable. Reliable. Committed.

As an independent financial advising practice, the Aull Wealth Team can offer our clients flexible investment choices for all stages of wealth management. We can assist with insurance, tax, college, estate, investment, and retirement planning to ensure your wealth remains preserved and secure.

About Us

Since we’re centrally located in Nashville and have a second office near Franklin, we’re nearby whenever you need us. Our local roots give us a unique perspective into the needs of our clients and help us build relationships that last for a lifetime.

We’re committed to clearly explaining complex financial planning products so that you feel empowered to make the best decisions for your family. We believe in educating our clients so that they feel comfortable and confident about their financial prospects for the future.

Meet the Team

Learn more about each of the dedicated members of the Aull Wealth Team.

Luke Aull, CFP®

Senior Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Jennifer Herendon

Financial Advisor, RJFS

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David Miller

Financial Advisor, RJFS

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April Binkley

Professional Associate, RJFS

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Leah James

Client Operations, RJFS

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Contact Our Team

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Our Location

2451 Atrium Way
Nashville, TN 37214
615-391-2961

Latest Resources

  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 18, 2020

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob

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  • southwestern-forbes-next-gen-advisors-logo-graphic

    TOMMY DOERFLER AND LUKE AULL NAMED TO FORBES LIST OF NEXT-GEN WEALTH ADVISORS

    August 13, 2020

    FRANKLIN, Tennessee—Southwestern Investment Group, a wealth management firm headquartered in Franklin, Tennessee,

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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST

    November 9, 2019

    FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four

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