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.
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
Daniel Peterman, CFP®
Wealth Advisor, RJFS
Client Services Associate, RJFS
Senior Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
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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January 1, 2020
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TOMMY DOERFLER AND LUKE AULL NAMED TO FORBES LIST OF NEXT-GEN WEALTH ADVISORS
August 13, 2020
FRANKLIN, Tennessee—Southwestern Investment Group, a wealth management firm headquartered in Franklin, Tennessee,