Building your Financial Future Rooted in Fulfillment
As a fee-only, fiduciary RIA, Stone Pillars Wealth Management provides personalized wealth management and financial planning for entreprenuers, families, and business owners nationwide, with offices in Franklin, TN, and Madison, WI.
Independent RIA
No parent company. No conflicts.
Fee-Only
Zero commissions.
Always Fiduciary
Legally required to put you first.
Foundational Pillars
Faith, Family, Fitness, Finances.
Long-Term Partnership
Ongoing advice for every stage of your life.
A boutique RIA built on faith, values, and a genuine commitment to your future.
Financial planning, wealth management, tax strategy, and business exit planning — all under one relationship.
Where are you in your wealth journey?
Stone Pillars Wealth Management partners with clients through every stage of their financial journey. Whether you’re building wealth, preparing for retirement, managing investments, or planning your legacy, explore how our personalized wealth management services can help.
I
II
III
Personalized Wealth Management Built Around Your Goals
At Stone Pillars Wealth Management, we believe financial advice should be as unique as the people we serve. As a fee-only, fiduciary wealth management firm, our team is committed to providing objective guidance that always puts your best interests first. Whether you’re growing your investments, preparing for retirement, planning your estate, or navigating complex financial decisions as a business owner, we develop personalized strategies designed around your goals—not commissions or product sales. As Certified Financial Planners (CFPs®) and experienced wealth management advisors, we take a comprehensive approach that integrates financial planning, investment management, retirement planning, tax-aware strategies, and legacy planning into one cohesive plan. With offices in Franklin, TN, and Madison, WI, we proudly serve clients nationwide through both in-person and virtual meetings, helping individuals, families, and business owners build, preserve, and transfer wealth with confidence.
Comprehensive Wealth Management for Every Part of Your Financial Life
Your Path to Financial Confidence Starts Here
Every relationship begins with a conversation. We’ll take the time to understand your financial priorities, current situation, and long-term vision so we can determine the best path forward together.
Build Your Personalized Strategy
Financial planning is an ongoing partnership, not a one-time event. We’ll continue to monitor your progress, adjust your strategy as your life and goals change, and provide proactive guidance to help you stay confident in every stage of your financial journey.
Financial Advice Built on Trust, Not Commissions
Choosing the right wealth management firm is one of the most important financial decisions you’ll make. At Stone Pillars Wealth Management, we believe trusted advice begins with transparency, independence, and a commitment to doing what’s best for every client. As a fee-only fiduciary wealth management firm, our recommendations are never influenced by commissions or product sales—they’re driven entirely by your financial goals and long-term success. Whether you’re seeking investment management, retirement planning, estate planning, or comprehensive financial planning from a Certified Financial Planner (CFP®), our team provides thoughtful, personalized guidance designed to help you build, protect, and preserve your wealth. With offices in Franklin, TN, and Madison, WI, and the ability to serve clients nationwide, we’re committed to building lasting relationships that help you move forward with confidence through every pillar of life.
Stone Pillars Wealth Management FAQs
Financial planning and wealth management can involve many important decisions, from investing and retirement planning to tax strategies and estate planning. Explore answers to common questions about working with Stone Pillars Wealth Management and how our fiduciary advisors serve individuals, families, business owners, and professionals nationwide. For more resources , check out the SPWM Blog!
Financial planning and wealth management work together to help you organize, grow, and protect your financial life. Financial planning focuses on creating strategies for your income, retirement, taxes, estate planning, and long-term goals, while wealth management combines those services with ongoing investment management and personalized financial guidance. At Stone Pillars Wealth Management, we take a comprehensive approach that coordinates every aspect of your financial strategy.
Wealth management typically includes investment management, financial planning, retirement planning, tax-aware strategies, estate planning coordination, risk management, and ongoing financial guidance. Depending on your needs, it may also include business planning, business exit planning, charitable giving strategies, and multi-generational wealth planning. Our goal is to create a personalized strategy that supports your financial goals throughout every stage of life.
For many individuals, families, and business owners, professional wealth management can provide greater organization, accountability, and confidence when making important financial decisions. A fiduciary wealth management advisor can help coordinate investments, retirement planning, taxes, estate planning, and other financial strategies while adapting your plan as your goals and circumstances change. The value of wealth management often comes from having a long-term financial partner who helps you make informed decisions rather than navigating complex financial matters alone.
A fee-only fiduciary financial advisor is compensated directly by clients rather than through commissions for selling financial products. As fiduciaries, they are legally and ethically committed to acting in their clients' best interests when providing financial advice. This approach helps reduce conflicts of interest and allows recommendations to remain focused on your financial goals.
Wealth management isn't only for retirees or ultra-high-net-worth individuals. Business owners, executives, professionals, growing families, and anyone seeking coordinated financial planning, investment management, retirement planning, or estate planning can benefit from working with a wealth management advisor. Stone Pillars Wealth Management provides personalized guidance tailored to each client's unique financial situation and long-term objectives.
Leave your information. Let's see if we're a good fit
Welcome to Stone Pillars
Every plan we create begins not with your portfolio, but with your values. That is what makes Stone Pillars different.
Jonathon Jordan
CFP™ and CEPA™, Founder and Wealth Management Advisor
Always Put You First
Every recommendation is guided by your best interest, not ours.
Be Honest
We tell you what you need to hear, not what you want to hear.
Teach, Not Sell
We explain everything. We push nothing.
Earn Trust
Trust is built over time through consistency and transparency.