>

Years of Experience Guided by Integrity

Led by two financial planners with a combined experience of more than 65 years, we specialize in comprehensive estate planning and 401(k) plans. We pride ourselves on providing objective, unbiased financial advice for our clients.

About Us

Since we’re independent financial planners, our only responsibility is to our client, not to any particular fund or product. Instead, we analyze thousands of mutual funds, stocks, bonds, CDs, and money market accounts to find the right combination of investments that works for your unique situation.

It’s our goal to ensure you are adequately protected, prepared, and successful with your finances, both now and in the future. Our client base is comprised of established executives, family businesses, pre-retirees and retirees, and we offer a wide range of retirement planning, investment management and estate planning.

If you’re interested in working with someone you trust to build a solid plan for your financial future, schedule a consultation with us to learn more about our values and our approach.

Meet the Team

Learn more about each of the dedicated members of the Flautt Wealth Team.

Meredith E. Flautt, Jr., AIF®, CKA®, CPFA

Financial Advisor, RJFS

Read Bio

George Andrews, CPFA

Financial Advisor, RJFS

Read Bio

Alexandrea Smith

Client Services Operations

Read Bio

Contact Our Team

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3506

Latest Resources

  • couple-in-60s

    How to Plan for Retirement if You’re in Your 60s

    July 21, 2021

    When in your 60s, retirement can be years, months, or even days

    Read More

  • woman-making-a-goals-list

    Financial Review: 5 Steps to Review Your Financial Standing

    July 14, 2021

    Have you checked in on your financial health this year?  If the

    Read More

  • university-campus-in-fall

    Is Your Child Starting College this Fall? Here’s How to Prepare

    July 7, 2021

    It likely feels as if, just yesterday, your child was a toddler.

    Read More

See More Resources