Rayburn West Financial Services

About Rayburn West Financial Services

<p>From its Nashville headquarters in the heart of Middle Tennessee, Rayburn West Financial Services works with individuals, families, and business owners across the U.S. The firm is an independent, fiduciary advisory practice with $0.2B in AUM (2026) and an SEC-registered status.</p> <p>Rayburn West Financial Services handles investment management and financial planning with a disciplined, research-driven process. Investment work includes active security selection, paired with planning built around real-world decisions like retirement income needs, tax strategies, estate planning, and risk management.</p> <p>Business owners and founders can also use the firm’s business wealth advisory work for issues tied to building, preserving, and transitioning wealth. One differentiator is the firm’s coordinated approach that connects portfolio decisions with planning and execution rather than treating them as separate projects.</p> <p>For custody and brokerage services, the firm works with Charles Schwab. As a 3(21) advisor, Rayburn West Financial Services provides fiduciary investment advice to plan sponsors and other clients.</p> <ul> <li>Independent fiduciary investment advice and wealth management</li> <li>3(21) retirement plan advisory services (<a href="/plan-advisors">plan advisors</a>)</li> <li>Active security selection and portfolio management</li> <li>Integrated financial planning: retirement income, tax, estate, and risk management</li> <li>Business wealth advisory for founders and closely held businesses</li> </ul>

Website: https://www.rayburnwest.com/