Home | Southwestern Investment Group | Financial PlanningSouthwestern Investment Group

Improving financial lives through investing and planning so that you can focus on things that are most important to you – personally, professionally, and spiritually. Though we have grown and continue to expand, our values have remained consistent and have kept us rooted in what is important.We always do what is right for you. We operate under a fiduciary standard, and act in the best interest of those whose assets we are managing. Even from our humble beginnings we took the approach that as long as we do what is right for you, your relationship with us will continue and word will spread. We’ve been giving financial advice for over a decade now, and manage over $3 billion in assets.

Advisors in Southwestern Investment Group have achieved the exclusive rank of Raymond James Chairman Council and have been named on Barron’s Top Advisor Rankings for the state of Tennessee.


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Southwestern Financial Group

Southwestern Investment Group is a team of advisors who have come together to partner with you in your pursuit of financial independence and planning for the future. As you set your financial goals we come alongside to partner with you in achieving those goals. Together we build a plan that makes sense not only in achieving your goals, but that works with your lifestyle and risk tolerance. Rather than focusing on just one aspect of your financial plan we use a comprehensive approach in our planning process – looking at all areas of your financial plan.