Looking at Your Past to Plan Your future

Our ultimate goal is empowering our clients to reach financial confidence. To us, financial confidence means understanding your personal financial profile, and putting in place systems, investments, and savings to ensure financial stability—both now and into the future. Markets can be unpredictable, and you need an experienced and skilled financial advisor to walk beside you on your financial journey.

About Us

We specialize in holistic, comprehensive financial planning. First, we take a look at your entire financial history. We consider retirement funds, investments, tax history, and current expenses. With that information powering our thinking, we start to look to your future. We suggest strategies that will keep your wealth in good financial health for the long term.

We do all this in a clear and direct way, so that you can fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we analyze all the options to come up with an approach that fits your goals and needs.

Meet the Team

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

Brad Barnes, CFP®

Executive Vice President, Southwestern Investment Group

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Holden Gully, CFP®

Wealth Advisor, RJFS

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Rachel Click

Client Operations Specialist

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Contact Our Team

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Our Location

6 Cadillac Drive, Suite 405
Brentwood, TN 37027
615-432-4434

Latest Resources

  • BRAD BARNES NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 1, 2019

    Brentwood, TN – Brad Barnes CFP®, Executive Vice President at Southwestern Investment

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  • 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,

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  • What to Know About the CARES Act

    April 1, 2020

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

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