Your trusted guide for a life of impact
Nashville, TN based wealth advisors providing sophisticated wealth management solutions to high net worth individuals, families, and business owners.
Experience financial clarity, while fueling your purpose.
We guide value-conscious high net worth individuals and high-achieving entreprenuers towards financial clarity, freeing you up to pursue what matters most in life.
High Net Worth Individuals
Your net worth is over $8 million and you’re in need of a wealth advisor who can not only organize your financial life and craft a comprehensive plan, but proactively coach you through each aspect of your wealth journey. As a value-conscious individual, you want to ensure your wealth benefits your family, without burdening them, but you may currently lack this level of clear guidance and wisdom you deserve.
We specialize in sophisticated wealth management solutions, organizing the financial lives of successful families, fostering
open communication across generations, and proactively addressing any potential concerns – from tax optimization to asset protection and estate planning. Let us alleviate stress
and bring clarity, serving as your personal CFO and the holistic coordinator of your financial life.
High-Achieving Entreprenuers
You’ve built a thriving business with a net income of $3 million or more, but the thought of navigating an exit raises a lot of questions and feels overwhelming. You need a proactive guide to craft an exit strategy that optimally positions your business for a sale in the next couple of years.
As a high-achieving entrepreneur, you don’t have time to focus on maximizing the sale, researching various exit strategies, and navigating family dynamics in the process. Let us co-pilot your exit, alleviating stress by handling the complexities like timing and positioning, deal team management, and business valuation. Our proactive approach ensures you maximize your return and achieve a smooth transition, so you can focus on a strong finish and prepare for your exciting next chapter.
Because what you've built matters.
Your hard work has created a legacy. Help ensure your success is preserved by investing in a partner who invests in you. Learn how the Dobyns McMillin Wealth Team provides proactive wealth advice, and is uniquely positioned to serve you and your family.
Why you can trust us.
Transparent Fees
Unlike many firms, we’re committed to transparent and direct fee structures, so you can know exactly what you're paying for - no hidden surprises or passthrough charges.
Conflict-Free Guidance
As an advisor-owned, independent Registered Investment Advisor (RIA), we put your interests first, not ours. We offer unbiased advice, tailored to your needs.
Proactive Service
Experience the peace of mind of holistic financial oversight. We'll proactively coordinate all aspects of your financial life, including other professionals, for a unified approach.
Trusted Network
We have a network of vetted professionals to address all aspects of your financial life, helping you avoid the risk of misalignment and delivering the expertise you deserve under one roof.
Sophisticated wealth management with concierge-level service to help transform confusion into financial clarity.
We don't leave you in the dark.
We take a holistic approach, providing a clear and comprehensive view of your finances in every meeting. Diligent monitoring, market anticipation, and proactive communication are the cornerstones of our approach to ongoing stewardship. You’ll receive timely, helpful, and friendly communication from a team that truly cares about your specific needs and goals.
We tailor services to high-earners.
Our team is uniquely equipped to support business owners looking for a boutique family office or fractional CFO, and individuals desiring a dedicated personal wealth manager. From investments and tax-efficient strategies to balance sheet management, we specialize in servicing high earners. With tasks removed from your plate, uncertainty alleviated, and clarity and wisdom empowering you, you’re free to focus on what matters most.
We care for the whole financial picture.
Our sophisticated wealth management solutions seamlessly guide you towards achieving a life of greater impact. More than advisors, we become your trusted confidants and coaches. Together, we’ll empower you with tailored wisdom to confidently navigate your personal or business financial decisions. Our extensive experience allows us to help you navigate even the most delicate and nuanced situations such as family wealth transfer, helping ensure a smooth transition that preserves your legacy and values.
We leverage time-tested, effective strategies.
When it comes to business exit planning and wealth management, we don’t just talk the talk. We’ve taken the time to craft and test effective processes for every phase, familiarizing ourselves with the ins and outs of succession planning, business valuation, financial planning, estate planning, deal team project management, and more. To learn more about our business succession planning process, download the free guide here and see our step-by step process.
Get to know the people who will be investing in you.
Seasoned expertise, delivered with care.
168
Team Members Across 11 Offices
48
Certified Financial Planners
6
Certified Public Accountants
10
10 Forbes 2024 Best-in-State Wealth Advisors
2002
Putting Clients First Since 2002
$6.3B
Assets Under Management
$19.9M
Total Charitable Giving by Clients in 2023
1200+
Years of Collective Financial Services Experience
See the impact we strive to make everyday.
It all starts with a conversation.
Submit the form below
Discovery call with an advisor
See your tailored financial plan
Partner with us & start achieving goals
If you’re ready to say goodbye to confusion and take a step towards financial clarity, complete the form below to receive your tailored financial plan or begin positioning your business for sale.
"*" indicates required fields
Find us in Franklin, TN
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Corporate Phone
615.861.6100
