Unbiased Financial Advice

Our practice is built on two principles: always being honest with clients and helping them make decisions based on their best interests, not ours. When a client knows they’re receiving impartial, unbiased advice, they feel empowered to make the decisions that are right for them. We help clients weigh their options and select a financial strategy that works best for their current needs and future plans.

About Us

We counsel clients to help them achieve a financially-independent future. By providing our clients with innovative strategies, we help them save and invest their current funds wisely. We believe there are two keys to achieving strong financial goals: a willingness to defer gratification by saving and investing and sound advice from a trustworthy, honest, and strategic financial advisor.

Financial matters are deeply personal and incredibly important, so it’s essential to work with someone you trust. Our history of strong relationships with our clients and our commitment to exceptional customer service speaks for itself. If this type of partnership would support your financial goals, please reach out to us to schedule a complimentary consultation.

Meet the Team

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

Brandon Haumschilt, CFP®

Senior Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Laurie Snively

Financial Associate, RFJS

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Mary Jeanette Rowlett

Client Operations Associate

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6125

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