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
Dobyns Wealth Team is widely recognized for providing comprehensive financial planning and institutional investment management services for our clients. With a focus on tax mitigation*, wealth preservation, and charitable giving, our team of highly driven and experienced professionals continually strive to provide the highest level of white glove service.
We understand the importance of getting to know our clients on a personal basis, so our team takes the time to understand your deep desires to partner and help you be good stewards of your resources.
Once we agree on your personalized plan together, our team will lay out a clear plan of action and work hard to simplify your life. We will consult with you and coordinate with your other financial professionals to implement your plan as it was designed and review to ensure it stays the course.
We do not focus on just one aspect of your financial plan—we create sophisticated, comprehensive financial plans to cover every area of your life. As your needs change, so will your asset allocation, and we will continually assess your circumstances and offer new insights and strategies to be proactive and intentional in execution.
Our clients’ trust in our team is the most important aspect of our job, as we want you to be confident in the services we provide. The driving force of our team is to always do what is right for our clients and be relentlessly resourceful, treating them as if they are our very family.
Our financial planners in the Franklin, Tennessee area can get you on the road towards your goals, while preserving the parts of life that are most important to you. It would be our privilege to help you with your finances, as well as anyone you know who you feel could benefit from the services we offer.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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®, EA, AEP®
Senior Executive Vice President, Southwestern Investment Group | Financial Professional, RJFS
Andrew Clement, CFP®, CPA, CWS®
Financial Advisor, RJFS
Mandy Brooke, CFP®, CLU, ChFC
Director of Client Operations
Wes McNeillie, CFP®
Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS
Financial Planner, Southwestern Investment Group
Financial Professional, RJFS
Director of Client Services
Client Services Associate
Cash Tunstall CFP®
Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Chase Keen, CFP®
Financial Advisor, RJFS
CHARITABLE GIVING - BY THE NUMBERS
A well-planned, intentional charitable giving strategy can make all the difference. Our team’s mission is to empower donors, business owners, ministries, and families to maximize their charitable giving efforts, increase the impact of their gifts, and build multi-generational generosity. Working in conjunction with your accountant or estate attorney, lets collaborate to help make the most of your intentions, generosity, and compassion—while advancing your financial goals. That way, you can focus on what truly matters: making an enduring, meaningful difference. See the total charitable donations made by the families we serve (*as of 5/11/2021).
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
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August 10, 2021
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WHAT FINANCIAL ADVICE OUR CLIENTS LEAST WANT TO HEAR
July 13, 2021
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