Helping Clients Stay the Course

The advisors at Lighthouse Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.

About Us

While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.

We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.

For more information about Lighthouse Wealth Group, please go directly to our team website at www.LighthouseWealthGroup.com.

Meet the Team

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

Tommy Doerfler, CPA, CFP®

Senior Executive Vice President, Southwestern Investment Group | Senior Wealth Advisor, RJFS

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Daniel Peterman, CFP®

Wealth Advisor, RJFS

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Melissa Evans

Associate Paraplanner, RJFS

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Kelly Lynch

Client Services Associate, RJFS

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Rich Smith

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

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6124

Latest Resources

  • TOMMY DOERFLER NAMED SENIOR EXECUTIVE VICE PRESIDENT AND SENIOR WEALTH ADVISOR OF LIGHTHOUSE WEALTH TEAM

    January 30, 2020

    BRENTWOOD, Tennessee—Tommy Doerfler, Senior Executive Vice President at Southwestern Investment Group and

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