LOCALLY CONNECTED

PERSONALLY INVESTED

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YOUR FINANCIAL HEADQUARTERS

We’re located in Mt. Juliet, TN within the headquarters of Southern Bank of Tennessee. As the investment partner for a community bank, you have access to the financial experts you need to bring it all into focus. From bank accounts, to taxes and investments, you can manage almost every aspect of your financial life under one roof.

ABOUT US

OUR PROCESS

Our wealth management strategies are centered around individual clients and their specific needs. We listen, understand, and strive to ensure  confidence in your financial decisions. As financial professionals, we are committed to acting in your best interest.

CORE VALUES

Wealth management is about more than just your assets. It's about creating a life you love and providing for those you care about. We're fundamentally different and believe that's what enables us to positively impact those we serve.

MEET THE TEAM

There's power in working as a team. That's why our structure is different than most advising firms. Our team structure is designed to give you confidence knowing you have specialists on your side.​ Meet the team that can help build your legacy.

2015

Year Established

CFP, CIMA, AWMA

CMFC, MBA

Certifications 

Over 100

Years of Experience

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Contact Us
Address

675 N. Mt. Juliet Road, #200

Mt. Juliet, Tennessee, 37122

Hours

Monday - Friday, 9:00 AM - 5:00 PM

Saturday - Sunday, CLOSED

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial.  EPM Financial is not affiliated with Southern Bank of Tennessee. Products offered are not FDIC insured. There is no bank guarantee.