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

Read Bio

Holden Gully, CFP®

Wealth Advisor, RJFS

Read Bio

Rachel Click

Client Operations Specialist

Read Bio

Contact Our Team

Our Location

6 Cadillac Drive, Suite 405
Brentwood, TN 37027

Latest Resources


    October 1, 2019

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

    Read More

  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

    Read More

  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

    Read More

See More Resources