Copyright Deering Wealth Team
Financial Advisors | Deering Wealth Team | Franklin, TN
At Deering Wealth Team, our financial advisors provide guidance for families preparing for, transitioning into, and maintaining retirement.
mark deering, mark deering cfp, retire, retirement, retiring, investments, 401k, ira, roth ira, deering wealth team, deering wealth group
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Deering Wealth Team

Pursuing Freedom

Pursuing Freedom in Retirement

Freedom is more than a number on the bottom of a statement. The financial advisors of Deering Wealth Team believe that freedom is found in serving joyfully, giving generously, and in the journey of a well-planned life. It’s our desire to partner with our clients in pursuing that freedom.

We utilize a team approach to provide ongoing guidance primarily for families preparing for retirement, transitioning into retirement, and maintaining retirement. We also focus on planning with our clients in achieving their charitable and legacy goals.

Our clients receive objective and impartial advice as a result of our independence from any particular investment or insurance  product line. Our financial advisors strive to provide sound, conservative planning with the hearts of teachers. Since we are not planning to retire in the near future, we plan to be there to walk our clients and their families through life’s transitions.

Mark Named to Forbes’ List of Top Wealth Advisors

“It’s a privilege to congratulate Mark on this outstanding achievement,” said Scott Curtis, president of Raymond James Financial Services. “It’s a testament not only to the success of Mark’s business but also his professionalism and commitment to clients.”
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Deering Wealth Team

801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Mark Deering, CFP®
Executive Vice President
Southwestern Investment Group

James Ridley
Financial Advisor
Deering Wealth Team

Jackson Wilcox, CPA
Registered Planning Professional
Deering Wealth Team

Janice Williams
Client Operations Specialist
Deering Wealth Team

Hannah Patterson
Client Service Associate
Deering Wealth Team

Financial Planner

By the Numbers

154

Retired Clients

14

Years of Experience

Our Firm

Our Broker-Dealer

Southwestern Investment Group is independent of Raymond James Financial Services.

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We've helped 135 people transition into retirement already. Join us in pursuing freedom today.