Building trust is the most important part of our job
Located in Franklin, Tennessee, Dobyns Wealth Team digs into the details of your tax, estate, insurance, retirement, and investment planning to help ensure that you are adequately protected, prepared, and successful with your finances—both now and into the future.
RECOGNIZED AMONG THE NATION’S TOP WEALTH ADVISORS
The driving force of our team is to always do what is right for our clients, treating them as if they are our very own family. We don’t sell—we advise.
There’s no “one-size-fits-all” when it comes to financial planning, as every individual and family we work with is truly unique and requires an intimate approach. We understand your unique situation, wants, needs, and desires. Our goal is to translate complex areas of wealth management into an easy-to-understand format, so clients can live out confident financial lives.
Meet Our Award-Winning Team
Learn more about each of the dedicated members of the Dobyns Wealth Team.
Jeffrey T. Dobyns, CFP®, CLU, ChFC
President, Southwestern Investment Group | Financial Advisor, RJFS
Drew McMillin, CFP®, AEP®
Senior Vice President, Southwestern Investment Group | Financial Professional, RJFS
Josh McCoy, CFP®
Mandy Brooke, CFP®, CLU, ChFC
Director of Client Operations
Director of Client Services
Client Services Associate
Cash Tunstall CFP®
Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Chase Keen, CFP®
Financial Advisor, RJFS
FROM OUR TEAM
"My work philosophy and personal ambitions are both guided by Christian principles of honesty, generosity, compassion and integrity."
"My true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be secure."
"Building strong relationships with our clients and guiding them on their journey toward family stewardship is my top priority. We want to help you take care of your family—it’s the heartbeat of our work."
"One of my favorite things about our team is the collective mission for delivering exceptional service. Everyone takes on the heart of a teacher, providing clients with financial guidance that’s easy to understand."
"It’s truly an honor to serve on an innovative team that offers comprehensive objective financial planning, while always putting the client first. It’s what led me to Southwestern Investment Group and what inspires me to do great work."
What to Expect at an appointment
We Get To Know You
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.
We Are Transparent
We want to make sure you completely understand our role as a financial advisor and how we can help you create a strong financial future.
We Work to Understand Your Goals
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.
We Introduce You To Our Tools
We help you understand our process and the tools we will use to formulate a savings and investment plan tailored to your specific goals.
We Create a Lasting Relationship
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.
WHAT WE SPECIALIZE IN
RETIREMENT INCOME PLANNING
We will help you financially plan for retirement and suggest alternative streams of income where applicable.
Our expertise with the tax code helps us incorporate your taxes into financial planning.
Your donation could make all the difference for charities close to your heart. We help you make the largest possible impact through proper donation vehicles and tax benefits.
With a comprehensive inheritance plan, you have complete control over how and when your assets pass on to your loved ones.
Our investment philosophy is to help maximize your return and make your money work harder through tax-efficient practices.
Leaving a Legacy
With a holistic estate plan, you can leave behind a legacy that can last for years to come.
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
How to Choose a Reputable Charity
October 15, 2020
Helping neighbors in need is one of the greatest of feelings. Charities
WEBINAR—The Four Horsemen of 2020: Election, Covid-19, Trade War, Government Stimulus
October 9, 2020
Thank you to those who attended the webinar with Market Leader Cullen
What Not to Do When Naming Beneficiaries
October 2, 2020
Sure—it’s something we don’t like to think about, but it’s never too