wealth advisory + financial planning in middle tn
We don’t deliver plans.
We build relationships.
Your financial picture isn’t static, so your wealth management strategy shouldn’t be either.
Our approach is rooted in understanding your unique story and what matters most to you. We’ll help you make sound decisions so you can finally feel confident about your financial picture.
Where Your Financial Story Takes Root
About Maple Grove Wealth
Maple Grove Wealth is a financial planning firm based in Franklin, Tennessee, serving clients in the Nashville area and across the country. Founded in 2020, we’re rooted in a people-first philosophy that combines expertise in financial planning, tax, and law with a genuine commitment to helping clients gain clarity and confidence about their financial future.
Why Clients Trust Us
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Relationship-First Approach
At Maple Grove Wealth, we get to know clients on a personal level so we can help build a financial picture that represents your values and reflects the vision for your life.
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Exceptional Credentials
With multidisciplinary expertise in law, financial planning, and tax, we offer deeper insights than most advisory firms and spot opportunities that others might miss.
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Flexible Fee Model
For greater flexibility, we offer both a flat fee and portfolio management options — all without account minimums or pressure to purchase products you don’t need.
How We Can Support Your Financial Planning
SERVICES AT Maple Grove Wealth
Charitable Planning
We ensure your giving is not just
tax-efficient, but also aligned with the causes you care about.
Tax Planning
Our proactive approach uncovers opportunities and identifies potential errors to reduce tax burdens.
Divorce Planning
We’ll help you understand your assets, plan your cash flow, and rebuild your life with clarity.
Estate Planning
We coordinate with estate planning attorneys to ensure that your assets align with your legacy vision.
Investment Management
We embrace steady strategies focused on long-term growth rather than chasing trends for quick gains.
Business Owner Planning
We help business owners build value, plan for succession, and turn their life’s work into a lasting financial legacy.
What Our Clients are Saying
“Brian doesn’t just take care of the numbers — he takes care of us. We’ve worked with him for more than 14 years, and he’s become so much more than a financial advisor. He’s the first person we turn to for guidance. We even have a note in our safe that says: call Brian if something happens. That’s how much we trust him.”
- Curtis & Pam Watkins
GET IN TOUCH
Start Building Your Financial Story
Let's talk about how our people-first approach can bring confidence and calm to your financial journey.