Southwestern Investment Group | Financial Advisors | HomeSouthwestern Investment Group

Improving financial lives through investing and planning . . .

. . . so you can focus on things that are most important to you – personally, professionally, and spiritually. Southwestern Investment Group is a team of financial advisors who come together to partner with you in your pursuit of financial independence and planning for the future.

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

Households Counseled

Assets Under Management

Charities Supported

Southwestern Financial Advisors

Though we have grown and continue to expand, our values have remained consistent. They have kept us rooted in what is important. We always do what is right for you. Our financial advisors operate under a fiduciary standard, and act in the best interest of those whose assets we are managing. Our approach is 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.

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. We look at all areas of your financial well-being.

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