Managing Partner, Wealth AdvisorJosh grew up in a small town outside of Atlanta Georgia called Powder Springs. He attended Georgia Southern University, where he received his Bachelor’s and Master’s degree. After teaching high school for a few years he transitioned over to the private sector where he worked his way up to becoming the Vice President of American HomePride in Greenville, South Carolina. In 2017 he was married to his beautiful wife Corey and moved to Nashville, TN. After working as a financial advisor for a large broker-dealer he decided it was time to join forces with some of the brightest minds in the industry and become a managing partner at Harpeth Wealth Partners to better serve his clients’ wants and needs. In his free time, Josh is on the Board of Directors of military and first responders non-profit called The American River Strokers Foundation. He also enjoys golf, hunting, fishing, and classic cars.
Brandan Chasteen, CFP®
Managing Partner, Wealth AdvisorBrandan grew up in Chattanooga, TN before “cutting his teeth” in the United States Army. He first served as a Combat Medic in the 101st Airborne Division before commissioning as an Infantry Officer and returning to the division he started his career. Brandan spent many years in combat zones across the globe which forged him into a leader that can manage people in the most stressful situations imaginable. He is an empathetic leader that has a great ability to motivate people to “do hard things in hard times”. While serving he attended undergraduate school at Wayland Baptist University in Texas and graduate school at the University of Tennessee at Chattanooga. His Army career ended in 2017 and he immediately started working as a Financial Advisor. His experience of leading people from an individual and strategic level was a perfect fit for his new career. In his free time, Brandan enjoys spending time with his family, playing hockey or golf, enjoying a great bourbon or great cigars, and having great conversations with friends.
Wealth AdvisorBruce is proud to be a part of the Harpeth Wealth team! An advisor since 2006, Bruce has been by his client’s side through many cycles of investment and economic conditions. With clients in many areas of the US, Bruce specializes in supporting his clients wherever they are. The remote technology boom has positioned Bruce to improve service and value across the financial planning and investment spectrum. But when the personal touch is needed, there is still nothing better than sitting down together knee to knee, and communicating goals, dreams, and needs. With an education degree and 16 years of teaching and coaching experience, Bruce helps clients navigate their financial game plan with information and motivation. By focusing on what is important to each person, Bruce shapes investments and advice to fit each individual. You will also find Bruce with his wife Teresa in their garden or helping out in the community. When the weather is nice, they and their kids are out on the trails and parks all around the nation. We live the idea that money is a tool to help achieve goals, let’s get together to share what is important to you!
Our Business Structure
OverviewThe financial advisors at Harpeth Wealth Partners are affiliated with both a broker-dealer and a registered investment advisor (RIA). Our advisors are registered as registered representatives of LPL Financial (broker-dealer) and investment advisor representatives of the Private Advisor Group (RIA). Here’s what this means:
Broker-Dealer: A broker-dealer provides the infrastructure that facilitates investment trading (stocks, bonds, mutual funds, etc.) Broker-dealers are regulated by the Federal Industry Regulatory Authority (FINRA).
Registered Investment Advisor: An RIA, in contrast, advises and manages client portfolios and is held to a fiduciary standard, which means they are required to act in their client’s best interest. RIAs are registered with the Securities and Exchange Commission (SEC.)Being a hybrid advisor allows us to offer clients a wider range of investment products and services. Being associated with a broker-dealer and an RIA means we have opted to be held to the highest compliance standards in the industry and are required to always do what’s in the best interest of our clients.
Who is LPL Financial?The financial advisors at Harpeth Wealth Partners are associated with LPL Financial, the largest independent broker-dealer in the USA*. LPL Financial provides our advisors and its clients with comprehensive financial planning tools, market research, and an investment platform to facilitate trading on behalf of our clients. LPL Financial also provides our advisors with key financial advisory services including portfolio management tools and regulatory oversight. Combined, these resources provide our clients with confidence and regulated oversight when making financial decisions.
* Largest broker-dealer statement above as reported by Financial Planning magazine, June 1996-2021, based on total revenue.
Who is the Private Advisor Group (PAG)?The financial advisors at Harpeth Wealth Partners are associated with Private Advisor Group (PAG), a Registered Investment Advisor. PAG provides our advisors at HWP with oversight, and advisory tools, and ensures regulatory compliance. As an affiliate of PAG, our advisors at HWP elect to operate as fiduciary advisors, meaning we are required to always act in our client’s best interest. As our client, you can rest assured we are always giving you advice based on what’s best for you and your financial situation, not ours.
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