Who We Are

"TBH Franklin is a boutique planning firm. We take a team approach to manage all things financial. Since inception, we've positioned ourselves to always put our clients' interests first and view every relationship as a partnership. As a team that primarily consists of Franklin/Williamson County natives, we've engrained ourselves in the community and strive to develop multi-generational relationships. We benchmark success on identifying risks, achieving client goals & being active and visible within our community. In a world where most financial advisors jump from firm to firm, which is often disruptive to the client, TBH prides itself on creating long-term relationships."

From The Blog

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Favorite Books of 2019

Travis's Favorite Book's of 2019! Read More

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Working with the right Advisor

Recent Attorney at Law publication Read More

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‘Tis the Season

A primer for gifting as we approach the end of 2015 Read More