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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

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George Andrews, CPFA

Financial Advisor, RJFS

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Alexandrea Smith

Client Services Operations

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Venita Cagle

Client Services Associate

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Contact Our Team

Our Location

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

Latest Resources

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    February 15, 2020

    What value drives Southwestern Investment Group’s success? The same value that Southwestern

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  • SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

    February 7, 2020

    FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages

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  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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