Committed to a Comprehensive Financial Planning Approach

Financial planning is a complex, multi-layered process. With so much to consider, it’s important to work with a financial advisor you can trust. As an independent financial planner with over a decade of experience, we’re fully committed to the interests of our clients alone.

About Us

Swatzell Wealth Team

Our team is dedicated to building lasting relationships with our clients in order to serve them well. We meet the unique needs that each person or family faces with a comprehensive financial plan that engages and educates to help you make the best decisions possible.

We believe meaningful connections are the foundation we will build upon to help you achieve your financial goals. With our roots in Franklin, we have offices in Columbia and Nashville to make sure we’re always close-by to meet you where you are.

Our goal is to provide you with the highest level of service, along with the education you need, to make decisions that will allow you to live with complete peace of mind.

Meet the Team

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

Lucas Swatzell

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

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Dustin Schletzer

Registered Associate, RJFS

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Hannah Colbert

Client Operations Associate

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518

Latest Resources

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    How to Identify a Quality Mutual Fund for Your Financial Strategy

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    How Often Should You Review Your Will?

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    Thinking about your will can be an uncomfortable experience, as it requires

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    Parents of College Students: 8 Facts About the Parent PLUS Loan

    September 8, 2021

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