Our intention is MASTERY, not masses.
It’s Not Optional… It’s Our Standard Of Care.
Harpeth Wealth Partners’ office is located in the historic square in downtown Franklin, TN.
As fiduciary financial advisors and a team, we help clients pursue their financial goals through personalized and collaborative financial planning. Our team, our culture, and our passion create an unmatched environment for our clients as we strive to serve as premier wealth management consultants for generations to come.
Financial Planning with Harpeth Wealth Partners
Who We Serve
We have experience, tools, and resources that focus on different areas in our clients’ lives. We are focused on being specialists for those in the following stages of life:
How We Qualify Our Clients: 3 Quick Questions
What problems need to be addressed?
Provide us with the opportunity to prove we are the best financial advisors to help you address your financial issues.
Do you believe your future can be better through hard work?
Our financial advisors provide services to people that aspire to work hard for a better future. We see this often in Parents, Business Owners & Executives, doctors, Music Artists, Athletes, and Entrepreneurs striving for financial freedom.
When you have too much are you eager to give away your excess?
At Harpeth Wealth Partners, we have built a family of clients that are givers at heart and doers at their core.
Understanding Our Financial Planning Tools
Harpeth Wealth Partners have a suite of tools that are available for our clients that are foundations for building out an individualized financial plan. You can get acquainted with a few of them below. Whether you intend to work with us or just exploring, feel free to access these complimentary tools to check up on your financial vital signs.
Clear Financial Plan
They say a picture is worth a thousand words. We agree.
We start by creating a visual experience that displays your household: who is important to you, and what resources will be available – both now and in the future – to use towards your financial goals.
Start your Asset Map process to help us make more informed decisions about your future.
Take a quick 2 minutes to understand why we integrate this critical software into the Harpeth Wealth Partners tool kit.
We work to remove the mystery of investing to provide clear, understandable, and personalized strategies that our clients trust. This is a starting point.
Use the button below to access the questionnaire to find your comfort for risk!
Monitoring Financial Vital Signs
A Financial Planning tool that Monitors You!
Have you ever been to the doctor only to find out your blood pressure was a little high? How did you know it was high? My guess is either the doctor told you because he understands what is normal or because you check it often enough to understand what is normal for you.
When we regularly monitor our vital signs, we can see quickly when we are not on a good path, not maintaining our health, or when something unexpected sneaks into our life. Usually, the better we are at monitoring our health, the quicker we can address the problem. The result is generally a smaller course correction that we need to take.
Have you ever met someone that has to completely alter their life because they didn’t monitor their health along the way? Are you monitoring your Financial Vital Signs to understand small adjustments you need to make now and along the way to maintain the financial health you expect?
Learn more about monitoring your Financial Vital Signs by clicking here:
Get Started Now
Begin the discovery process and schedule a meeting with our expert financial advisors.