• Mark Deering Named to Forbes’ List of Top Wealth Advisors

    Nashville, TN – Mark Deering, a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Raymond James Financial Services, member FINRA/SIPC, was among the advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 15, 2018. “It’s a privilege to congratulate Mark on […]

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  • Dobyns Wealth Team Sponsors the 2018 Men of Valor Breakfast

    We are so happy to have been a Title Sponsor of the 2018 Men of Valor Breakfast. Men of Valor is a prison ministry committed to winning men in prison to Jesus Christ and discipling them. Their purpose is to equip them to re-enter society as men of integrity – becoming givers to the community […]

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  • Press Release: Southwestern Investment Group Expands Omaha, Nebraska Office

    NEWS RELEASE SOUTHWESTERN INVESTMENT GROUP ANNOUNCES RELOCATION  OMAHA, NEBRASKA (September 28th)- As of September 25th, 2017, Southwestern Investment Group has relocated their Omaha, Nebraska office which will allow for further expansion as the company grows. Still in Omaha, the new office is located off the corner of West Dodge Road and N 156th Street. Since […]

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  • Newsletter – Summer 2017

  • 5 Lessons From Warren Buffett

    2017 marks 10 years Amy and I have been married. As part our anniversary celebration, Amy gave me something I’ve wanted for years. . . a trip to Omaha, Nebraska. Why Omaha, Nebraska? Every year Warren Buffett, the second wealthiest person in the US, and his business partner Charlie Munger give their opinions and advice […]

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  • Newsletter – Spring 2017

  • NEWS RELEASE 2017 LEADERS COUNCIL

    For Immediate Release   NEWS RELEASE LIGHTHOUSE WEALTH GROUP ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2017 LEADERS COUNCIL   FRANKLIN, TN – Wealth Advisors Rich Smith and Tommy Doerfler CPA, CFP®, of Lighthouse Wealth Group, a wealth planning team at Southwestern Investment Group, located at 720 Cool Springs Blvd, Suite 100, were recently named on […]

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  • As Seen in the Nashville Business Journal

    Financial resolutions: Two steps to help you toward financial independence Contributed by Jake Powell, Financial Advisor As we venture forward into February, new year’s resolutions that were a hot topic in many conversations a month ago may be taking a back seat. Resolutions can be daunting and difficult commitments, which is why people tend to […]

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  • Mark G. Deering Achieves Membership in Raymond James Financial Services 2017 Leaders Council

    Please visit deeringwealthteam.com/2017-leaders-council/ to read more!

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  • Nashville Business Journal Guest Column: Here are 4 tips to help you not lose money in the stock market

    As seen in the Nashville Business Journal: The stock market can be quite intimidating, especially knowing nearly everyone may have lost money at one time or another. Knowing this why do people continue to risk investing in the stock market? How are some so successful while others flounder?   Let’s answer these questions by first […]

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  • Press Release: Southwestern Investment Group Expands Their Presence in Birmingham

    For Immediate Release NASHVILLE, TENN. (October 26, 2016) –  In the last year, Nashville-based financial services company, Southwestern Investment Group, an independent firm with securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, has seen exponential growth. In November 2015, the firm announced they had hit a company milestone of $2 billion in assets […]

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  • In the News – Fox17 to be precise

    There’s a lot to make of this election, so I wanted to share some advice I gave FOX 17 the morning after the election. Thank you FOX 17 Nashville for having me!     The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred […]

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  • Nashville Business Journal Guest Column: An 8% return on retirement income?

    As seen in the Nashville Business Journal: An 8% Return on Retirement Income? The dynamic political climate of 2016 and uninspiring equity returns of 2015 have caused many families to be more intentional with their search for the best income strategy in their retirement planning. In addition to these challenges, we continue to see changes […]

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  • How a Health Savings Account Can Be Used in Retirement

    Contributed by Drew McMillin, Wealth Advisor Many people use their HSA for their expected annual health expenses, but what few people know is that the HSA is one of the few options with a triple tax advantage. Watch this video to learn how you can take full advantage of your HSA tax benefits.     […]

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  • A Gift That Keeps on Giving

    I can’t wait for Christmas.  All thirty of my years have seemingly revolved around that period of time spanning between Thanksgiving and New Year’s.  My wife will catch me whistling “Hark, the Herald Angels Sing” usually sometime around mid-August or so.  But I am especially pumped this year.  My new baby girl will be ten […]

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  • Friends Don’t Let Friends Sell Businesses

    Contributed by Drew McMillin, CFP(R) Are you considering selling your business? Do you have a heart for giving? If you answered yes to both then let me stop you before you miss a big opportunity to potentially save HUGE money in taxes while at the same time giving more to charity. It takes a lot of […]

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  • Service Project in Honor of Creig Soeder

    Blog post from June 2, 2016 Contributed by Jeff Dobyns I recently lost a great friend and one of my most significant mentors with the passing of Creig Soeder.  I met Creig when I was an 18 year old kid interviewing for the Southwestern internship program. Creig became my coach, my mentor, and role model. […]

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  • Why You Should Care About Disability Insurance

  • Leave a Legacy: Family Stories

    Contributed by Drew McMillin In retirement you take the time to review the estate plans you have made. Who and how will you leave your inheritance behind? Drew recently had the pleasure to celebrate his grandmother’s 90th birthday with multiple generations of his family. He heard story after story of how his grandmother impacted each […]

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  • The Alive Inside Experience

    Contributed by: Jeff Dobyns, CFP®, CLU, ChFC It can be uncomfortable to talk about planning for unpleasant things like death, long term care, or caring for a declining parent, but even worse is what can happen when you don’t plan. In my job, I’m no stranger to these kinds of topics. Thanks to Porter’s Call […]

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  • Tips For Avoiding Summer Tax Scams

    Contributed by Drew McMillin, Wealth Advisor     As technology continues to advance, so do the methods of hackers and scammers. Unfortunately in the present age, it’s not uncommon to be a victim of fraud.  In an IRS newsletter from August, the IRS warned of an increase in automated scam calls this summer. It happens […]

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  • Lessons from Brexit

    Contributed by: Jeff Dobyns, CFP®, CLU, ChFC As I have reflected on the market performance over the past couple weeks, I felt it was a good time to send a quick message about the “Brexit” effect on the markets, the sudden initial drop, and the subsequent speedy recovery to the new highs we are currently […]

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  • Jeff Dobyns, President of Southwestern Investment Group Honored for Charitable Work with Men of Valor

    FRANKLIN, TN – July 18, 2016 – Jeff Dobyns, CFP®, volunteer for Men of Valor in Nashville, TN, received Honorable Mention for philanthropic excellence in the tenth annual Invest in Others Community Leadership Awards. The Invest in Others Charitable Foundation established the Community Leadership Awards to recognize the charitable work of financial advisors and financial […]

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  • Never Write Another Check to Charity

    Contributed by: Jeff Dobyns, CFP®, CLU, ChFC As you will recall, I recently had the opportunity to sit with the largest evangelical benefactor in the world– David Green, the founder of Hobby Lobby. I’ve always wanted to be someone who contributed to causes and charities that I believed in, but sitting with David Green really […]

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  • What I’ve Learned About Family Vacations

    Contributed by: Jeff Dobyns, CFP®   I packed up Gracyn and Hunter for a weekend of adventure. Destination: Mammoth Cave National Park. For those of you who haven’t been there, it is the longest known cave system in the world and it’s right here in south central Kentucky’s cave country. We met up with two […]

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  • Asset Allocation & Diversification

  • Extravagant Generosity

    Contributed by: Jeff Dobyns, CFP®, CLU, ChFC As for the rich in this present age, charge them not to be haughty, nor to set their hopes on the uncertainty of riches, but on God, who richly provides us with everything to enjoy. They are to do good, to be rich in good works, to be […]

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  • Building a New Future: Men of Valor Update

    Contributed by: Jeff Dobyns, CFP®, CLU, ChFC The red Tennessee soil is giving way to an amazing building project for Men of Valor. Construction crews are hard at work turning Carl Carlson’s dream of a campus for men who have been released from prison and their families. The first of the buildings on campus are […]

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  • Mentoring Men in Prison has Changed Lives, Especially Mine

    Contributed by Jeff Dobyns, CFP(R)      As I sat in the Correction Corporation of America Facility, I looked around at the empty chairs. I scheduled some of Nashville’s top songwriters to play a concert with the inmates and yet there were only two people sitting there listening to the inspirational music. And one of […]

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  • A Legacy of Serving Others: Creig Soeder

    Contributed by Jeff Dobyns I recently lost a great friend and one of my most significant mentors with the passing of Creig Soeder.  I met Creig when I was an 18 year old kid interviewing for the Southwestern internship program. Creig became my coach, my mentor, and role model. He remained in that position for […]

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  • Meet Will and Jesse

  • Nashville Business Journal Article on Jeff Dobyns

    The Boss_ Jeff Dobyns, Southwestern Investment Group – Nashville Business Journal

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  • Nashville Business Journal Article on Jeff Dobyns

    The Boss_ Jeff Dobyns, Southwestern Investment Group – Nashville Business Journal

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  • The Importance of Paying Attention to the Details

    Contributed by: Jeff Dobyns, CFP® Sometimes it’s small things that matter. The barista who remembers your order. The thank you note you weren’t expecting. The personal touch. Just as often though, a misstep can leave an imprint in your memory. It can be hard to forget the mistakes. You might not be into basketball, but […]

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  • Press Release: Jesse Scroggins Joins Southwestern Investment Group

    For Immediate Release NEWS RELEASE JESSE SCROGGINS, AAMS®, JOINS SOUTHWESTERN INVESTMENT GROUP BIRMINGHAM, AL (May 6, 2016) – Southwestern Investment Group is proud to welcome Jesse Scroggins, AAMS®, to their Birmingham financial advising team. “We only hire advisors who share the core value that our company was founded on – always doing what is right […]

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  • “Chef” Jeff (and Amy’s) Favorite Poppy Seed Chicken

    Ingredients 3 cooked chicken breasts 1 can cream of chicken soup (not the light version) 1 (8 ounce) container sour cream 3 tablespoons poppy seeds 1 sleeve Ritz crackers, roughly crushed & crumbled ½ – 1 stick butter, sliced Hot cooked jasmine rice Instructions In a mixing bowl, shred chicken breasts with 2 forks. Add […]

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  • Listen to Our Friend John O’Leary on Dave Ramsey’s Radio Show

    Listen to our friend John O’Leary talk with Dave Ramsey on his show from yesterday… John and Dave start speaking at minute 20 in hour two. You can listen here: https://www.daveramsey.com/show/archives   Want to hear more of John’s story? We promise it will inspire you. www.JohnOLearyInspires.com/OnFire2 ‪#‎OnFireBook‬ Raymond James is not affiliated with and does […]

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  • Brad Barnes Article in the Nashville Business Journal

    See Brad Barnes’ recent promotion announcement in the Nashville Business Journal:   http://www.bizjournals.com/nashville/potmsearch/reprint/submission/5686992?ana=e_potm_thx&ana=e_notification_potm&u=sQfjfBuZgAvoypAJoHSV5A07c3ea82&t=1458252716&j=71454682

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  • Matt Atchison Promoted to Vice President

    Click Here to Read the Press Release          

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  • Our Hope for an Evolving Industry

      You may have a false impression that all financial planners are “certified,” however, this is not true. Did you know nearly anyone with the appropriate licenses can use the title “financial planner,” but only those who have fulfilled the CFP Board’s strenuous requirements may use the CFP® mark? A CERTIFIED FINANCIAL PLANNER™ must meet […]

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  • 4 Ideas to Consider When the Market is Down

    Contributed by Drew McMillin CFP® Director of Financial Planning, Dobyns Wealth Group   “Control what you can control.” This is a phrase that makes a lot of sense on the surface but hard to accomplish, especially when you turn the phrase around to say, “Give up control of what you cannot control.”  Many of us […]

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  • Leave A Legacy: Church Missions Network

    contributed by: Jeff Dobyns Longtime friend and client, Sarah Cummings, recently came to Dobyns Wealth Group and asked us to consider sponsoring the building of a church in Kenya through the Church Missions Network organization. This organization was created in 2008 to “connect humans to humans, churches to churches and connect the good news of […]

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  • 7 Ways to Prepare for a Market Pullback Before it Happens

    contributed by Jeff Dobyns Is the best time to react to a market drop when the headlines and pundits are screaming gloom and doom? Of course not! The best time to do it is in advance. During the past weeks of market volatility, I am reminded of my commitment to some sound, prudent and useful […]

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  • Market Pullbacks Need Perspective

    The first three trading weeks of the year have been marked by volatility in the domestic and global equity markets, garnering the attention of investors and the financial media. There’s a lot going on with stocks stumbling, bond yields falling and oil prices declining. So, it may be helpful to separate the noise from the […]

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  • Jeff Saut Conference Call Recap

      If you missed Tuesday’s call with Chief Investment Strategist and Managing Director of Equity Research for Raymond James, Jeff Saut, you can read the recap below. We’ve gone ahead and outlined the points that we found most relevant. 1. No indications of a coming US recession. Both Raymond James’ Chief Economist, Scott Brown, and […]

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  • #1 of 7 Ways to Prepare for a Market Pullback (Before it Happens)

    contributed by Jeff Dobyns Every investor knows that the market can sometimes feel like a roller coaster ride. For the most part, in recent years we’ve been either essentially flat or the market has been up… though we have had a relatively steady climb with some severe but short pullbacks. History suggests that we will […]

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  • Benefits of Technology

    contributed by Jeff Dobyns   Amy and I took the kids on a little vacation trip for their fall break.  We went to Atlanta to the aquarium and Six Flags.  Standing in line at both, we purchased tickets online and saved nearly $100 by buying the tickets on our phone instead of waiting to get […]

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  • Take Time for this Christmas Story

    contributed by Jeff Dobyns Caught up in all the chaos that can come with the holidays? Take 15 minutes, sit down with your family, and listen to this Christmas story read. The incredible author Al Andrews reads his miraculous tale, “A Walk One Winter Night”. It made me stop and think about all that Mary and […]

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  • Leave a Legacy: Men of Valor

    contributed by Jeff Dobyns This past fall, I was at our kids’ homecoming football game. There were thousands of people on the home sideline seats. But looking over at the visitor’s section, it was a different story. We were playing an inner city school and I counted 42 people in their bleachers.  Most of the kids […]

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  • Carl Carlson

    Carl was a dear friend, strong leader, wise mentor and brother in Christ. He always challenged me to stay in the word, love others, help those in need and spread the good word of Jesus Christ. I am saddened that you cannot meet Carl in this life, but hope his message and story of grace and God’s redemptive love will […]

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  • Join us in Giving Back this #GivingTuesday

    This December 1st, we join the international #GivingTuesday movement to make a difference. We’ve chosen to support IHS Global, an organization dedicated to training Christian healthcare workers who are already caring for the physical needs of their patients to also care for their spiritual needs. For at least one day this holiday season, let’s put […]

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  • New 2015 Rules Limit Popular Social Security Strategies

    We’ve been getting a lot of questions on the recent changes to Social Security rules, which went into effect on November 2, 2015 as part of the 2015 Bipartisan Budget Act. This act will impact the amount of Social Security benefits many Americans will be eligible to receive in the future. In response to your […]

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  • Veteran’s Day 2015

    Every year we take time to stop our busy lives in one nation under God, indivisible, with liberty and justice for all to pause and remember those who have sacrificed to make our lives and our freedom possible. This year we not only want to take time to say thank you to all our courageous […]

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  • Dave Ramsey Mentions Jeff Dobyns in “Investing Minute”

  • Jeff’s Mission Trip to Guatemala

    For the past two years, instead of buying Christmas gifts for their clients, Dobyns Wealth Group has purchased equipment needed by Health Talents International (HTI), an amazing non-profit organization that works to promote medical evangelism in developing countries.  Over the two years, an anesthesia machine, two SonoSite cardiac probes and a Solaris surgical headlight have […]

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  • Mark G. Deering Achieves Membership in Raymond James Financial Services 2015 Leaders Council

  • Raising the Entrepreneurial Spirit

    One of my favorite characteristics of the American Dream is the cultivation and reality of the entrepreneurial spirit, the idea of carving out your own path and building something that is covered with your fingerprints.  What an awesome pursuit.  It takes courage, knowledge, dedication, and sometimes even a little luck. It’s this entrepreneurial spirit that […]

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  • Mark’s Mention in the Nashville Post

    Southwestern Investment taps Deering Southwestern Investment Group has named Mark Deering executive vice president. Deering will be responsible for overall leadership of SIG’s advisor development and leadership program. “We are excited to announce Mark’s new position at Southwestern Investment Group. He’s displayed leadership throughout his time at Southwestern, and is a valuable part of our […]

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  • Jeff Dobyns Achieves Membership in Raymond James Financial Services 2015 Chairman’s Council For Eighth Consecutive Year

  • “Automatic Financial Discipline”

    I cannot tell you how many times a month I hear someone state, “I wish we would have started doing this years ago.” These sentiments often don’t just apply to our finances, but also towards many “good” habits that we mean to implement but just get too busy with life along the way. I get […]

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  • Southwestern Investment Group Announces New Executive Vice President

    For Immediate Release NEWS RELEASE Southwestern Investment Group Announces New Executive Vice President NASHVILLE, TENN. (August 28, 2014) – Southwestern Investment Group recently named Mark Deering, CFP®, as Executive Vice President. Deering will be responsible for overall leadership of Southwestern Investment Group’s advisor development and leadership program, as well as, managing his own team of […]

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  • Mark’s Mention in the Tennessean

    Mark Deering has been promoted to executive vice president at Southwestern Investment Group. Previously, Deering was senior vice president. Read the full article here – http://www.tennessean.com/story/money/industries/2014/09/06/nashville-people-business-sept/15230377/

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  • Jeff Dobyns Profiled in #1 Wall Street Journal Best Selling Book

    Long-Term Pays Better Case Study: Jeff Dobyns, Financial Services, Nashville, Tennessee There are a lot of financial planners in the world, and sometimes it’s hard to distinguish one from the next. One advisor named Jeff Dobyns decided to take a long-term approach, and has ended up becoming very successful in a short period of time, […]

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  • Mark’s Guest Post in the Nashville Chamber Blog

    There’s Still Time to Contribute to Your Retirement Account for 2013 by Lindsay Chambers | Mar 10, 2014 Guest post by Mark Deering, CFP®, Southwestern Investment Group, An Independent Firm  With tax season upon us, you may be looking for last-minute ways to contribute to your retirement savings before filing your taxes. Most individuals choose […]

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  • Jeff Dobyns Named to Nashville Business Journal’s 40 Under 40

    Nashville Business Journal is pleased to recognize our 2014 40 Under 40 honorees. Our honorees, selected by past 40 Under 40 winners, were deemed to be making a difference in their companies and community. All of the honorees will be profiled in a special section of the March 14 edition of the Nashville Business Journal, […]

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  • Raising Financially Literate Children

    I will never forget the time I bounced a check.  I was 11 years old and had a job delivering 68 newspapers a day for the Columbus Telegram.  My Mom came into my room holding a bank notice, asking me what in the world I had done in my checking account.   I had a […]

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  • The Joy of Christmas Giving (Within Your Means)

    Nothing beats Christmas. For kids and parents alike, the season of giving (and receiving) delivers to us on so many levels: family, faith, traditions, generosity, and memories that last a lifetime. The past couple years have given my wife and me some very special times as we experienced our first Christmases from the “other side.”  […]

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  • Dobyns Wealth Group Client, Dr. Mike Tabor, Profiled by American Funds

    View the video here – https://www.americanfunds.com/individual/american-funds-investors/mike-tabor.html   Trusting a Professional: Adding the Value of Advice — American Funds Dentist Mike Tabor took charge of his professional and financial life for decades, but came to appreciate the guidance of a financial advisor. Featuring Dr. Michael Tabor Transcript  RECORDED NOVEMBER 14, 2013 Dr. Mike Tabor: I never will […]

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  • Planning to LOVE Your Golden Years

    As I put money into my 401k and retirement accounts each month, I have fun pictures in mind.  They include visions of me (with slightly less hair) and my wife (still a gorgeous blonde) road tripping through small villages in Ireland, taking our kids and grandkids camping in the Grand Canyon, or enjoying a cold […]

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  • Beasts of Burden?

    You should have seen the first car I drove when I was sixteen.  It was something.  Mainly yellow in color, though quickly receding to a more “rustic” hue if you know what I mean.  I can’t even mention the nickname my friends gave to that puppy. But they still rode in it because I was […]

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  • Having THE “Talk” with YOUR Parents…

    Coulda, woulda, shoulda.  We all have examples of things we wish we would have done at some point in the past.  Like buying Berkshire stock in 1990, telling your grandpa how much you really appreciated him, or selling all your baseball cards when they were still worth something.  These experiences teach us lessons and give […]

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  • Two Money Tips for Busy Families

    Times have changed since I was a kid. I remember being busy with sports, homework, church, and a part time job when I could squeeze it in. And now that I think about it, I probably haven’t thanked my parents for running me to and from all those activities over the years. (Thanks Dan and […]

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  • Protecting Our Retirement…From our Kids??

    I work a lot.  I am supposed to, right?  That’s the drill as I have come to understand it.  I have known these days were a long time coming, too.  It’s just the next phase of life coming down the pipe.  First it was “eat your vegetables” and “get to bed.” Then “do your homework” […]

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  • Nashville Business Journal: Nashville financial adviser grows with consistency

    The financial crisis wiped out what many people thought they knew about investing — and with it their confidence. Where there’s disruption, however, there’s also an opportunity, and Jeff Dobyns believes he found it. As president of Southwestern Investment Services Inc., a Nashville-based financial adviser, Dobyns could see that it would be a challenge to […]

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  • Best Places to Work in Middle Tennessee – 2017

    We won Nashville Business Journal’s Best Places to Work award for 2017! As part of the nomination process we were asked to answer questions via video about what we do and why our culture is special. You can watch below. We are honored and excited to receive this recognition. Nominations were accepted from the public, […]

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  • Market Outlook with Jeff Saut

    We had Raymond James’ Chief Investment Strategist and Managing Director of Equity Research, Jeff Saut give his opinions on the current and future outlook of the market and economy. Jeff Saut provides timely and insightful market commentary to Raymond James financial advisors and their clients. A disciple of the markets for more than 40 years, Jeff possesses […]

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  • First Comes Love

    It’s almost Valentine’s Day… the day of love, and you know what they say. . . First comes love. Then comes marriage. Then comes a house. Then comes a baby in the baby carriage. Then that baby grows up and wants to go to college, but you didn’t save for that so they take a […]

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  • Celebrating 15 Years of Excellence

    Wow… we can’t believe it’s been 15 years since we opened our doors. A lot has changed over the years, and we’ve seen incredible growth, so the first thing we want to say is . . . THANK YOU! Thank you, clients, for trusting us. Thank you, coworkers, for your hard work. Thank you, Southwestern, […]

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  • It’s Time to Fund Your Retirement

    Have you fully funded your retirement accounts for 2016? The amount you can invest is capped each year by the IRS, with no availability to fund missed years. To take full advantage of the tax deferral available to you, you should maximize your contributions each year when possible. GOOD NEWS From January 1st to April 17, […]

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  • The Power of Paying it Forward

    The Power of Paying it Forward | Point of View Raymond James Imagine you’re at the drive-through of your favorite coffee shop, waiting for the barista to deliver your triple espresso. As you hand her your card, she waves you off. “Oh don’t worry about it; the person ahead of you paid.” A warm feeling […]

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  • Rounding Up For Charity? Think Again.

    Where is the Money Really Going? | Point of View Raymond James If you’ve done any shopping lately – and it’s a pretty good bet you have – you’re likely to have encountered a pitch to donate a dollar or two at the checkout line or been told that some percentage of what you spend […]

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  • A Quick Giving Tax Refresher

    Generosity Within Limits | Point of View Raymond James One of the great things about wealth is getting to share it with those you care about, during your lifetime or after. Current tax laws enable you to do just that quite generously. As a quick reminder, here are a few ways you can make the […]

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  • How Is Your Donation Being Used?

    Giving with Confidence This Holiday Season | Point of View Raymond James Charitable giving can be one of the most satisfying aspects of a financial plan – and it may even have a feel-good impact on your year-end tax liability. Some charities, however, devote too many resources to marketing campaigns and exorbitant overhead, and not […]

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  • Giving to Charity Overview

    There’s something about this time of year that brings out the generous part of our heart. As you look for ways to bless those around you through a charitable organization take a moment to meet with your financial advisor to make sure you’re taking full advantage of tax savings. By utilizing smart gifting strategies, you […]

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  • Give More – Give Smart

    As the holidays approach you may be looking for ways to expand your charitable giving. Whether you’re planning to give back monetarily, emotionally, through your time and services, or randomly, we can help you navigate your giving in an efficient manner so you are able to give more. Let us help you avoid unnecessary taxes […]

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  • New Brentwood Location opened by Southwestern Investment Group

    Southwestern Investment Group Opens New Brentwood Location BRENTWOOD, TENN.  – In November 2015, the Southwestern Investment Group team announced that they had hit a company milestone of $2 billion in assets under management. While not long after the new year, Southwestern Investment Group continues to experience exponential growth. This month they have announced another milestone […]

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  • John O’Leary Event Recap

        In the words of John O’Leary, “To truly be a hero, you’ve got to risk it all. What are you willing to go All In for in life? What matters so much that you would risk everything else–your status, health, friendships, safety, even your very life? Those who live passionate, effective lives know […]

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  • Jeff Saut Conference Call Recap

    If you missed Tuesday’s call with Chief Investment Strategist and Managing Director of Equity Research for Raymond James, Jeff Saut, you can read the recap below. We’ve gone ahead and outlined the points that we found most relevant. 1. No indications of a coming US recession. Both Raymond James’ Chief Economist, Scott Brown, and Chief […]

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  • Advice From Dave Ramsey On How To Respond To A Volatile Market

    Click to watch a video of Dave Ramsey offering advice on how to respond to a volatile market.

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  • Nashville Business Journal: Franklin financial planner ratchets up growth, hits $2B milestone

    It took Jeff Dobyns and his team at Southwestern Investment Group a decade to reach $1 billion in assets under management. In just three years, the Franklin-based financial adviser has added another $1 billion in client assets. The firm surpassed the $2 billion mark this summer, Dobyns, the president and founder of Southwestern, told me.

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  • News Release – A Conservative Approach to Investing Helps Grow Assets From Zero to Two Billion

    With the constant volatility of the market reported on in the news one may wonder how financial planners survive. But it would appear that at least one group has figured out how to weather the market volatility storms that we so often hear about. “It’s about always doing what we believe is in the best […]

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  • Our Parent Company Named 2015 Top Workplace

    The Southwestern Family of Companies has been recognized as a top company in Middle Tennessee. Sponsored by The Tennessean, the 2015 Top Workplaces survey was based on 105 companies with over 11,900 employees responding. The companies recognized as Top Workplaces were selected from the results of an employee survey measuring qualities such as company leadership, […]

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  • Learn More About Donor Advised Funds

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