Personalized Financial Planning for Today and the Future

We work with clients to help them understand their financial planning options for reaching their personal financial goals. Through a combination of financial advising and comprehensive future financial planning, clients can actively participate in their financial future and leave our office feeling confident and prepared.

About Us

Located in Franklin, Tennessee, the Taylor Keen Wealth Team provides comprehensive financial planning with integrity and expertise. Our services focus on the detailed review and analysis of all elements of your unique financial situation. Using this holistic approach, the Taylor Keen Wealth Team forms a plan which includes retirement planning, risk management, investment management, tax management, and estate planning. Our goal is to use our industry-renowned knowledge to help guide you to a place of financial independence.

Meet the Team

Learn more about each of the dedicated members of the Taylor Keen Wealth Team.

Taylor Keen

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Karen Mason

Client Service Associate

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, Tennessee 37067
615-861-3514

Latest Resources

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    Hannah Patterson Obtains CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

    May 13, 2022

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