Your trusted guide for a life of impact
We provide financial clarity and confidence so the individuals, families, and entrepreneurs we serve can focus on the aspects of life that mean the most to them.
Experience financial clarity, while fueling your purpose.
We are a team of service-minded individuals, driven by a passion to help ease the financial and administrative burdens of our clients.
Our advisors are part-time life coaches and part-time technical professionals, as true advice comes not only from the technical aspects of wealth management, but from the wisdom of how to live life well.
Who We Serve
Legacy-Focused Families
You’ve worked hard to build a strong financial foundation and want to ensure your wealth provides security for generations to come. You want to make certain your wealth lasts, your lifestyle is protected, and your plans align with your values. Estate planning, tax efficiency, and charitable giving are important to you, but navigating the complexities of wealth transfer feels overwhelming.
We provide thoughtful strategies to help you preserve and grow your legacy with confidence. Whether it’s helping optimize your income, managing risk, or ensuring your estate is in order, we walk alongside you so you can enjoy retirement without financial worry. From connecting you with a network of professionals to multigenerational planning, we take the burden off your shoulders so you can focus on what truly matters—guiding your family with purpose and faith in the future.
Business Owners & Executives
You’ve built a thriving business that demands your full attention, so you don’t have time to manage the complexities of investments, taxes, and succession planning. You value expert guidance and want a trusted partner to handle the details—so you can stay focused on your success.
From tax-efficient investment management to business exit planning, we simplify financial decision-making, giving you confidence that your future is secure. We guide business owners and entrepreneurs, helping to position your company for maximum value while protecting your personal financial future. With our expertise, you can move forward with confidence, knowing your legacy—and your next chapter—is secure.
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 distinctly 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 your needs and concerns, helping you avoid the risk of misalignment and delivering the expertise you deserve under one roof.
Sophisticated Wealth Management
with White-Glove Service
Financial complexity shouldn’t mean financial confusion.
Our approach provides clarity, confidence, and a seamless strategy to manage your wealth with intention.
We don't leave you in the dark.
Every meeting provides a clear, extensive view of your financial landscape, ensuring you’re informed and empowered. With diligent monitoring, market anticipation, and proactive communication, we deliver timely insights and tailored recommendations—so you always know where you stand.
We handle the details, so you can focus on what matters.
Your financial situation requires a level of expertise beyond one-size-fits-all solutions. Our team helps accomplished individuals and families navigate complex wealth structures with precision and care. From investment strategy and tax efficiency to charitable planning, we take on the details so you can focus on what matters most.
We help build legacies—not just portfolios.
True wealth extends beyond numbers—it’s about security, impact, and the future you’re building. We serve as trusted partners, helping you navigate everything from business transitions to multigenerational planning. Whether guiding family wealth transfers or structuring a lasting legacy, we work to ensure your wealth aligns with your values and long-term vision.
We rely on time-tested strategies, with thoughtful execution.
From business exits to estate planning, we don’t just advise—we execute. Our time-tested frameworks and knowledgeable team helps to ensure that every phase of your financial journey is carefully managed. Whether you’re preparing for succession, optimizing investments, or structuring a tax-efficient estate plan, we apply a disciplined approach to safeguard and grow your wealth.
Get to know the people who will be investing in you.
Seasoned expertise, delivered with care.
Figures as of 12/31/2024
172
Team Members Across 9 Offices
48
Certified Financial Planners
6
Certified Public Accountants
10
10 Forbes 2024 Best-in-State Wealth Advisors
2002
Putting Clients First Since 2002
$6.5B
Assets Under Management
$19.9M
Total Charitable Giving by Clients in 2023
1,200+
Years of Collective Financial Services Experience
See the impact we strive to make everyday.
The statement is a testimonial from a current client of the advisor as of 12/31/2024 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisors advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
The statement is a testimonial from a current client of the advisor as of 12/31/2024 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisors advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
The statement is a testimonial from a current client of the advisor as of 12/31/2024 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisors advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
It all starts with a conversation.
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Find us in Franklin, TN
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Corporate Phone
615.861.6100
