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

Read Bio

Jennifer Herendon

Financial Advisor, RJFS

Read Bio

David Miller

Financial Advisor, RJFS

Read Bio

April Binkley

Professional Associate, RJFS

Read Bio

Leah James

Client Operations, RJFS

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

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

Latest Resources

  • 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

    Read More

  • 9 Financial Tips to Handle a Decline in the Market

    April 1, 2020

    As we’re in the midst of the COVID-19 health and financial crisis,

    Read More

  • What to Know About the CARES Act

    April 1, 2020

    The $2+ trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act was

    Read More

See More Resources