Personalized Wealth Management
You’re not only investing for your future but often, for your family’s security and we take that responsibility to heart.
“As a Fiduciary, the relationship I have with my clients is my top priority. They trust our expertise and experience to build and maintain financial portfolios that meet their needs. When you retain our wealth management services, you can rest assured that we’re just a phone call away.”
— William Bevins, CFP® CTFA
Our Investment Ideals
We keep our Franklin TN based firm small so we’re better able to focus on your journey. Registered Independent Financial Advisor William Bevins leverages tested investment models and 25 years of experience to build your personalized portfolio.
Objectivity & Independence
Get advice and recommendations based solely on your best interests. Fees are based on the size of your portfolio--no hidden costs or commissions.
Personalized Portfolios
Your portfolio is built based on your risk profile, time horizon, and goals. Our Proprietary Investment Models provide you with institutional level asset management.
Cost & Tax Efficiency
Keep more of your money with a financial advisor who creates a plan to reduce the costs associated with investing. We use investment strategies that help minimize taxes.
Rebalancing & Risk Management
Gain increased peace of mind. We conduct periodic reviews of each investment portfolio to ensure a client’s current holdings align with his or her financial plan and goals.
Diversification
Ensure a diversified portfolio with investments allocated among Stocks and Bonds, both domestic and international. We structure an asset mix that meets your long term objectives.
A Welcome Approach to Wealth Management
We believe you should always know where your money is and how it’s working for you. That’s why your assets are diversified, balanced and managed in-house.
1
Talk
We take the time to get to know you so we can understand your goals and dreams.
2
Analyze
If you have an existing portfolio, we’ll conduct a comprehensive review.
3
Build
We create your conservative, customized, tax efficient stock and bond portfolio.
4
Implement
Backed by two decades of investing knowledge my experience gets your accounts working for you.
5
Manage
We’re in touch regularly to ensure your portfolio continues to serve you.
Achieve your financial goals with wealth management services that work for you. Reach out today .
Book a Free Consultation
It’s time to invest in a financial advisor that works hard for your money. To learn more about how we can help, call 615-469-7348 right now, or fill out the form below.
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25 Years of Sound Financial Advice and Investment Experience for Franklin TN and Surrounding Community
“If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success.”
Financial Advisor and Wealth Management services offered by fiduciary advisor and CERTIFIED FINANCIAL PLANNER™ William Bevins. As a Fee-Only advisor offering unbiased advice and recommendations, William's career has focused on helping individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation.