HELPING IMPROVE THE FINANCIAL LIVES OF EVERY CLIENT

We believe in working together to determine the best way to serve you and your family. That is why we are intentional about getting to know you and your personal financial goals so that we can deliver a tailor-made, personalized approach for your wealth planning needs. With integrity, honesty, and expertise, we are committed to helping you reach your life goals through comprehensive financial planning solutions.

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RECOGNIZED AMONG FORBES BEST-IN-STATE WEALTH ADVISORS AND TENNESSEE’S TOP WORKPLACES

Tennessean Top Workplaces
Forbes Advisor Badge - Dobyns Wealth Team

ABOUT US

Conveniently located in the Cool Springs district of Franklin, Tennessee, the Sircy-Hurd Wealth Team serves clients in the greater Nashville area and beyond, taking a team approach to serve you and your family with sound financial advice. Led by Bob Sircy, CPA and Senior Executive Vice President at Southwestern Investment Group, and Zach Hurd, CFP® and Senior Vice President at Southwestern Investment Group, the Sircy-Hurd Wealth Team’s background and financial expertise equip them to deal with a broad range of financial issues.

With a focus on helping you develop personalized, long-term plans and a comprehensive financial planning strategy, the Sircy-Hurd Wealth Team can guide you in retirement planning (accumulation or distribution phases), college planning, insurance (Life, Long-Term Care, and Disability), and estate planning—all with the goal of minimizing taxes. Our two main goals are to delight clients in the areas we can control and improve clients’ lives over time. Even more, we are committed to monitoring and supporting our clients’ wealth strategies for ongoing success.

In addition to thorough comprehensive financial planning, our team is known for excellent customer service. If you are on the search for an experienced and trustworthy Middle Tennessee financial planner, we are here to serve you! Learn more below about our outstanding team of
professionals and how we work together to serve you.

Meet the Team

Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.

Bob C. Sircy, Jr., CPA

Senior Executive Vice President, Southwestern Investment Group | Investment Management Consultant, RJFS

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Zach Hurd, CFP®

Senior Vice President, Southwestern Investment Group

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Elisa Leftridge Jones

Client Operations Executive, Southwestern Investment Group | Investment Executive, RJFS

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Julie Molteni Porter

Executive Assistant

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Crystal Jordan

Client Operations Associate

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HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS

“Getting to know the hearts of our clients and then help them strategize financial goals and plans that make the most sense for them is, by far, the most rewarding part of my job. Seeing clients feel confident in their futures gives me the drive and determination to wake up each day and know that I’m making a difference in our world.”
Bob Sircy
“We take great pride in serving their clients by helping them develop their long-term financial plan to accomplish their lifelong goals.”
Zach Hurd
“Being a completely independent team ensures that our allegiance is with the client and not with any particular product. This allows us the freedom to soundly advise our clients on virtually any financial issue that keeps their best interests front and center.”
Bob Sircy
“For our team, it’s not about growing our client roster but instead about growing wealth for our clients. Guiding clients with personalized, long-term financial plans is our ultimate goal.”
Zach Hurd
“We pride ourselves on our customer service and genuine relationships with our clients. I truly believe it’s what keeps them coming back and telling their families and friends about us as well.”
Elisa Leftridge Jones
“Being a part of a team of individuals who are not only highly qualified but truly committed to providing comprehensive, personalized financial solutions is something I do not take for granted. In many ways, we’re like a family, and our clients quickly become an extension of that.”
Julie Porter

OUR SPECIALTY SERVICES FOR WEALTH PLANNING

Through our comprehensive and personalized wealth planning services, our team can help you accomplish your goals. Discover our specialty financial planning services below.

RETIREMENT PLANNING

We can guide you in your retirement planning, suggesting alternative streams of income where applicable, so that you can comfortably ease into retirement and a well-planned future.

TAX PLANNING

Our tax code knowledge helps us carefully incorporate your taxes into financial planning. From tax return reviews to Roth conversions to ongoing tax reporting, we’ll help you feel confident in your tax-related financial plans. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues. These matters should be discussed with the appropriate professional.

CHARITABLE GIVING

If you have a goal of making a difference through charities that are close to your heart, our team can guide you toward making a strategic impact through charitable giving with the appropriate donation vehicles and tax benefits.

INHERITANCE PLANNING

Through our team’s sound comprehensive inheritance planning advice, you can maintain control over how and when your assets will pass on to your loved ones.

 
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INVESTING

From investment selections to asset allocation to portfolio management and more, our investment guidance can help you maximize your return with tax-efficient practices.

ESTATE PLANNING

When it comes to leaving a legacy, it’s important to have a holistic estate plan. Our estate planning guidance can assist you with asset protection, trust implementation, and more.

Latest Resources

  • Elisa-Jones-Southwestern_Investment-Group

    Associate Spotlight: Elisa Leftridge Jones

    October 22, 2020

    Helping our clients build their way toward their dreams—that’s what Elisa Leftridge

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  • Forbes-Best-in-State-Wealth-Advisors-2021

    SEVEN SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 19, 2021

    FRANKLIN, Tennessee — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive

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  • sircy-hurd-action-shot

    FORBES NAMES BOB SIRCY, JR. AMONG ‘BEST-IN-STATE’ ADVISORS FOR TENNESSEE

    March 30, 2021

    FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only

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See More Resources

Contact Our Team

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OUR LOCATION

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6118

*2019-2020 Forbes Best-in-State Wealth Advisors, Sircy-Hurd: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

*The Tennessean’s Top Workplaces in Tennessee: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with (referenced organization/entity).

Sircy-Hurd Wealth Team
801 Crescent Centre Dr.
Suite 600
Franklin, TN 37067
United States
Phone: 615-861-6118