Premier Wealth Management Firm Based in Franklin, TN - Serving Nationally

Partnering With You to Build a 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.

Why Stone Pillars

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.

Who We Are

A boutique RIA built on faith, values, and a genuine commitment to your future.

What We Do

Financial planning, wealth management, tax strategy, and business exit planning — all under one relationship.

Who We Serve

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

Building Wealth • Ages 35–55

Building Something Worth Protecting

You are earning, growing, and building equity in a business or career. The decisions you make now will define everything that comes after.

II

The Transition • Ages 55–65

Maximizing the Final Stretch

Retirement is close enough to plan for precisely. Exit planning, Social Security timing, tax reduction, and income planning all converge here.

III

Legacy • Ages 65+

Protecting What You Built

The goal now is protecting your wealth, enjoying your life, and ensuring your legacy transfers to the people and causes you care about.

A Fee-Only Fiduciary Wealth Management Firm Providing Financial Planning, Investment Management, and Retirement Strategies

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.

Coordinated guidance designed to help you build, protect, and preserve your wealth with greater confidence

Comprehensive Wealth Management for Every Part of Your Financial Life

Financial Planning

Your financial plan should connect every part of your life, from today’s priorities to your long-term goals. Stone Pillars creates personalized strategies that bring your income, investments, taxes, retirement, and legacy into one clear plan.

Investment Management

Build and manage a diversified investment portfolio aligned with your goals, risk tolerance, and timeline. Our disciplined investment management approach is designed to support long-term growth while helping you navigate changing market conditions.

Retirement Planning

Prepare for retirement with a strategy built around the lifestyle you want to maintain. We help clients evaluate income needs, Social Security, withdrawal strategies, taxes, healthcare costs, and the transition from saving to spending.

Estate and Legacy Planning

Preserve what you have built and create a thoughtful plan for the people and causes that matter most. We coordinate wealth transfer, beneficiary planning, charitable giving, and estate planning considerations with your broader financial strategy.

Business Owner Planning

Your business and personal financial life are often closely connected. Stone Pillars helps entrepreneurs and business owners plan for cash flow, taxes, retirement benefits, succession, business transitions, and the eventual sale or transfer of a company.

Private Wealth Management

Complex wealth requires a coordinated and highly personalized approach. Our private wealth management services integrate financial planning, investment management, tax-aware strategies, retirement planning, and legacy goals into one cohesive relationship.

How It Works

Your Path to Financial Confidence Starts Here

A simple, personalized process designed to understand your goals, develop a comprehensive strategy, and provide ongoing guidance as your life evolves.

Discover Your Goals

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

Using the insights from our discovery meeting, we’ll develop a customized wealth management plan tailored to your goals. Your strategy may include financial planning, investment management, retirement planning, estate planning, and other recommendations designed to support your financial future.

Grow, Adapt, and Thrive

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.

Experience the confidence of working with a fee-only fiduciary wealth management firm that always puts your interests first.

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 stage of life.

Common Questions

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.

What is financial planning and wealth management?

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.

What does wealth management include?

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.

Is wealth management worth it?

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.

What is a fee-only fiduciary financial advisor?

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.

Who can benefit from wealth management services?

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

No pressure, no pitch. Leave your details below and a member of our team will be in touch within one business day.

A Letter from Our Founder

Welcome to Stone Pillars

At Stone Pillars Wealth Management, we believe that financial success without personal fulfillment is an incomplete victory. Our firm was built on a simple but powerful premise: that the pillars of a well-lived life, Faith, Family, Fitness, and Finances, deserve a wealth strategy that honors all of them.

Every plan we create begins not with your portfolio, but with your values. That is what makes Stone Pillars different.