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
Purpose-Driven Planning
You’ve worked hard to build a solid financial foundation, and now it’s time to ensure that foundation supports the life you want to live. Whether your goals include retiring with confidence, traveling more, spending meaningful time with family, or pursuing your passions, you want to make the most of your financial resources in a way that reflects what matters most to you.
We provide thoughtful strategies to help you align your financial plan with your personal goals. From optimizing income and managing risk to ensuring your estate and tax planning are in order, we walk alongside you so you can move forward with clarity and peace of mind. With access to a network of professionals and a team committed to simplifying complex decisions, we free you up to focus on living with purpose—whatever that looks like for you.
Business Owners & Executives
You’ve built a thriving business that demands your full attention, leaving little time to navigate the complexities of investments, taxes, and succession planning. You value expert guidance and want a trusted partner to manage the financial details—so you can stay focused on growing your business and leading with vision.
We specialize in helping business owners prepare for what's next. From tax-efficient investment strategies to succession planning and business exit strategies, we simplify decision-making and bring structure to complex transitions. Whether you're planning to pass your business to the next generation, prepare it for sale, or simply want clarity around your long-term personal financial goals, we help position your company for maximum value and your life for lasting success. With our support, you can move forward with confidence—knowing both your legacy and your next chapter are 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. The Dobyns McMillin Wealth Team provides proactive wealth advice and is distinctly positioned to serve you and your family, not just today, but for generations to come. Through thoughtful family financial succession planning, we help ensure that if something happens to you, your loved ones have one trusted call to make. We’re here to provide clarity, continuity, and peace of mind when it matters most.
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 operate as fiduciaries—legally and ethically obligated to put your interests first, not ours–so you receive objective, conflict-free advice tailored to you.
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, 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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Discovery call with an advisor
Begin your personalized financial planning
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.
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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
