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

Read Bio

Mary Jeanette Rowlett

Client Operations Associate

Read Bio

Jordan J. Wedell

Financial Advisor, RJFS

Read Bio

Contact Our Team

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

Our Location

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

Latest Resources

  • election-day-sign-and-stickers

    What to Expect from the Stock Market Before and After the Election

    October 14, 2020

    Politics and finances—two parts of our lives that can incite the most

    Read More

  • couple-with-financial-stress

    5 Tips for Cutting Financial Tension at Home

    September 30, 2020

    Financial tension can create dramatic rifts within families. It’s unfortunate, but most

    Read More

  • mature-woman-signing-paperwork-with-younger-woman

    How to Know If You Need an Estate Plan

    September 17, 2020

    Estate planning is an essential element of your financial strategy. Many put

    Read More

See More Resources