Award Winning Financial Advisors in Franklin

Take charge of your finances with our full range of financial solutions and investment strategies.

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Client Handshake - CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST IN FRANKLIN

DISCOVER THE CAPWEALTH DIFFERENCE

Unlock your financial potential with CapWealth, an SEC-registered investment firm in Franklin, Tennessee, just south of Nashville. Choose a different kind of investment firm that empowers you. As a privately-owned and managed entity, we offer tailored strategies and solutions that fit your needs.

We go beyond the conventional. CapWealth provides personalized financial solutions for individuals, families, and foundations, designed to last. With a focus on preserving, growing, and distributing assets, we're your partners in your financial journey.

Our track record speaks volumes, managing over $1.6 billion in assets. Discover CapWealth financial planning today, where your financial goals are our mission.

CONTACT US

SECURE YOUR FINANCIAL SUCCESS

Discover a personalized financial plan with CapWealth, designed around your unique goals – whether it's retirement, education, or more. Your planning meeting will leave you with a clear vision of your financial future. Choose from our services below.

FINANCIAL PLANNING

Get a personalized strategy tailored to your goals, whether it's buying a home, saving for education, or retiring comfortably. We create a clear roadmap to guide your financial journey.

LIFESTYLE & WEALTH MANAGEMENT

Discover the path to prosperity with our lifestyle and wealth management service in Franklin. We'll craft a customized plan to grow your wealth, protect your assets, and ensure you reach your financial milestones.

Financial Planning - CapWealth Financial Advisors in Franklin, TN
Retirement Planning - CapWealth Financial Advisors in Franklin, TN

RETIREMENT PLANNING

Picture a stress-free retirement – that's what our retirement planning service is all about. We'll thoroughly analyze your individual needs, create a solid savings plan, and make sure you're fully prepared to enjoy the retirement you've always dreamed of.

INVESTMENT PLANNING

Our investment planning service is designed to simplify the process. We'll sit down with you, analyze your financial situation, and provide recommendations for a diversified investment portfolio.

TAX PLANNING

Taxes are a reality, but overpaying doesn't have to be. We'll discover smart ways to minimize your tax burden, leaving more money in your pocket while remaining in compliance with tax laws.

WHO WE SERVE

MEET THE FRANKLIN FINANCIAL ADVISING TEAM

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® -  President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

Timothy R. Murphy, CFP® - Managing Director of Wealth Management | CapWealth | Franklin Financial Advisor

TIMOTHY R. MURPHY, CFP®

MANAGING DIRECTOR OF WEALTH MANAGEMENT

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Hillary Stalker - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Traci A. Olive - Executive Vice President and Director of Client Operations | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

EXECUTIVE VICE PRESIDENT AND DIRECTOR OF CLIENT OPERATIONS

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

CLIENT SERVICES STAFF

Jason - Client Services Staff | CapWealth | Franklin Financial Advisor

JASON KRUEGER

CLIENT SERVICES STAFF

Susan Stotler - Controller | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Raechel Mabry - Client Services Staff | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® -  President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Grant Stark, CFA® - Director of Research | CapWealth | Franklin Financial Advisor

GRANT STARK, CFA®

DIRECTOR OF RESEARCH

Drew O'Connor, CFA®, CIPM - Portfolio Manager | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CIPM

PORTFOLIO MANAGER

Ryan J. Hitt - Executive Vice President and Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

Michael Vaught - Research Analyst | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT

RESEARCH ANALYST

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® -  President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

Timothy R. Murphy, CFP® - Managing Director of Wealth Management | CapWealth | Franklin Financial Advisor

TIMOTHY R. MURPHY, CFP®

MANAGING DIRECTOR OF WEALTH MANAGEMENT

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Hillary Stalker CFP® - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Traci A. Olive - Chief Operating Officer | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

CHIEF OPERATING OFFICER

Jason - VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR | CapWealth | Franklin Financial Advisor

JASON KRUEGER

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Controller | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT

PARAPLANNER

Raechel Mabry - Client Services Staf | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® -  President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Grant Stark, CFA® - Director of Research | CapWealth | Franklin Financial Advisor

GRANT STARK, CFA®

DIRECTOR OF RESEARCH

Drew O'Connor, CFA®, CIPM - Portfolio Manager | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CIPM

PORTFOLIO MANAGER

Ryan J. Hitt - Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

LEARN MORE

OUR PROCESS IS SIMPLE

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OUR LATEST NEWS & BLOGS

Got One Leaving the Nest for College - CapWealth Financial
22 May, 2024
As your child prepares to leave the nest and head off to college, it’s an ideal time to help them build some critical financial skills. For most young people...
Despite Strong Economy, Investors Should Protect Portfolios Against Inflation  - CapWealth Financial
06 May, 2024
Even with a strong economy, it's crucial to protect your portfolio against inflation. Learn effective strategies to safeguard your investments.
Personal finance: Understand the nuances of investing - CapWealth Financial Advisors in Franklin, TN
07 Apr, 2024
Investing in gold requires understanding its nuances. CapWealth Group explains the key considerations for including gold in your investment portfolio.
Personal finance: Along with the closets, let's spring clean our finances - CapWealth Financial Advi
24 Mar, 2024
Spring cleaning isn't just for closets! CapWealth Group helps you organize your finances for a fresher, financially healthy start to the season.

UNLOCK FINANCIAL SUCCESS WITH CAPWEALTH

Ready to take control of your financial future? Contact CapWealth today for expert financial advisory services in Franklin. Let's make your goals a reality!

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