Helping Clients Build and Maintain Wealth through Comprehensive Financial Planning

We work with each client individually to create a tailored plan just for them. As independent financial planners, we help you attain financial freedom through comprehensive planning. Through client education and setting expectations, we work with you to navigate all of your financial decisions to allow you to enjoy the financial freedom you create.

About Us


Located in Franklin, Tennessee, the Snively Wealth Team provides comprehensive financial planning services, including estate planning, insurance planning, tax planning, and budgeting. Our approach puts your best interests first, as we listen to your needs to help you achieve your financial goals. With specialized financial planning services for divorcés, retirees, and pre-retirees, we can help provide you with a detailed review and analysis of your unique financial situation, helping to guide you to a place of financial independence. For more information, visit

Meet the Team

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

Laurie Snively

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Contact Our Team

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Our Location

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

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