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.
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.
Contact Our Team
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
4 Ways to Help Those Affected by COVID-19
June 25, 2020
COVID-19 changed our world, to put it lightly. But, as much damage
SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION
July 15, 2020
BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited
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