Based in Nashville, TN, we provide independent, fiduciary financial advice to grow, preserve and transition your wealth - from families building a lasting plan to business owners considering a transition.
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Assets Under Management
(as of 9/30/2025. Subject to change.)
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Years of Wealth Management Experience
At Rayburn West Financial Services, we combine active security selection with comprehensive financial planning to align your investments with your goals, timeline and tax considerations. Based in Nashville and serving clients nationwide, we help retirees, professionals and business owners translate complexity into a practical plan.
We research and select individual securities tailored to your goals, risk tolerance, and tax considerations - providing true customization beyond broad index funds and model portfolios.
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From retirement income planning to tax strategies, estate planning, and risk management, we integrate every aspect of your finances into one clear plan - in coordination with your CPA and attorney.
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We help founders prepare personally and financially for a transition - focusing on after-tax proceeds, liquidity needs and family goals - whether you plan to keep building or consider options later.
A clear, repeatable process for building, managing and protecting your wealth.
We start with a conversation to understand your vision, priorities, and risk - setting the foundation for your plan.
We develop a customized financial plan and investment strategy, integrating planning and active security selection.
We implement your strategy, manage investments and coordinate next steps with your other professionals as needed.
We review progress regularly and adjust for markets and life events - keeping your plan current and your decisions calm.
We put your interests first. As an independent fiduciary, every recommendation is made in the context of your goals, timeline and risk. We explain our reasoning and fees clearly so you understand what you are paying and what you are getting.
Your portfolio is built around your objectives and tax profile, using individual securities where appropriate and disciplined rebalancing. We focus on process, cost and tax awareness - not predictions.
From first home to retirement income - and for business owners, from concentration risk to after-tax proceeds planning - we tailor your planning to what's on deck now and what's coming next.
We use secure planning, reporting and communications tools to keep your information organized and your decisions documented. (We'll coordinate with your CPA / attorney; we do not provide legal or tax advice.)
Rayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning.
© 2025 Rayburn West Financial Services LLC. All rights reserved.
Rayburn West Financial Services (“RWFS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWFS and its representatives are properly licensed or exempt from licensure. All content is for informational purposes only and should not be considered investment, legal or tax advice. For additional information, please see our Form CRS and ADV Part 2A. Custody and brokerage services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab and RWFS are separate, unaffiliated companies. Schwab does not endorse or recommend any advisor or investment strategy. CEPA and Value Acceleration Methodology are trademarks of the Exit Planning Institute (EPI). Use with attribution for educational purposes only. RWFS is not affiliated with EPI.
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