Dobyns Wealth Team

Mercer Advisors is a wealth management firm based in Franklin, TN that offers a unique approach to financial planning. Their team of specialized experts in financial planning, investments, tax strategies, estate planning, trustee services, and insurance work together to connect all aspects of their clients' financial lives. With a focus on the individual's best interest, Mercer Advisors provides personalized portfolio management and comprehensive financial planning to help clients achieve their ultimate financial goals. As an independent, national fiduciary, Mercer Advisors is committed to always working in the best interest of their clients. Their investment philosophy is rooted in science and research, aiming to build globally diversified, low-cost, and tax-efficient portfolios. With a strong emphasis on saving as well as making money, Mercer Advisors helps clients navigate the complexities of their financial lives and create plans that align with their true priorities. Additionally, they are dedicated to supporting the wealth success of women, offering a significant number of female wealth advisors and tailored advice for female investors and wealth builders.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Franklin, TN area, Ted Macri will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Beacon Capital Management understands how your financial goals impact every stage of life. Our full-service approach provides a clear strategy for Financial Planning, Wealth Management, Healthcare Planning, Tax Strategy Planning, Legacy Planning, and Estate Planning. Schedule a free consultation with one of our highly-credentialed fiduciary advisors today. Located in Franklin, TN, with additional meeting locations in Hendersonville, Mt. Juliet, and Murfreesboro, TN. Beacon offers a free Financial Plan Checkup: a comprehensive analysis of your current financial plan to make sure you have all the important areas of life covered. Call now for a free consultation: (615) 716-2061