Company Overview

Southwestern Investment Group is comprised of a team of certified financial planners that partner with their clients in pursuit of financial independence and planning for the future.

Southwestern Investment Group is a team of financial advisors who partner with their clients in pursuit of financial independence and planning for the future. Its advisors have achieved the exclusive rank of Raymond James Chairman Council and been recognized on Barron’s Top Advisor Rankings for the state of Tennessee. For more than a decade, Southwestern Investment Group has been giving financial advice and currently manages over $3 billion in assets. The group works with clients to build plans that achieve their desired financial goals in keeping with one’s lifestyle and risk tolerance. Rather than focusing on just one aspect of a client’s financial plan, advisors use a comprehensive approach in the planning process by evaluating all areas of a client’s financial well-being.

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