Growing Wealth. Lowering Taxes. Protecting Families.

Our team delivers expert solutions tailored for complex problems. Your success is our success.

About Us

Cullman Wealth Team

Wealth accumulators, retirees, business owners, and executives all have varying degrees of financial needs. Oftentimes, busyness or neglect get in the way of achieving financial success. The reality is that you don’t have to walk this path alone. You can have a trusted advisor that knows your situation and helps plan for life’s challenges.

Our comprehensive and personal planning process takes a critical look at your situation from a tax, investment, estate and risk management perspective. We connect and communicate your needs to our network of professionals, ensuring your best interests are held paramount.  Our goal is to help you save on taxes, have the ability to retire sooner, and live a life of generosity and purpose

Raymond James nor its advisors provide tax or legal advice.

Meet the Team

Learn more about each of the dedicated members of the Travis Cullman Wealth Team.

Travis Cullman, CFP®, CPFA

Wealth Advisor, RJFS

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Luke Powers, CFP®

Financial Planner, RJFS

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Matt DeGraff

Mentee, Southwestern Investment Group
Financial Professional, RJFS

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Erin Phillips

Client Services Manager

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Contact Our Team

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Our Location

136 Concord Road
Knoxville, TN 37934
865-686-5202

Latest Resources

  • Cullman Wealth Team Photo

    SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE

    April 29, 2020

    KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than

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  • Travis Cullman

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, TRAVIS CULLMAN

    August 2, 2021

    Knoxville, TN. (July 19, 2021)—Southwestern Investment Group, an independent wealth management company

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  • Luke Powers

    LUKE POWERS ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    August 2, 2021

    Southwestern Investment Group’s Luke Powers was recently certified by the CFP® Board

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