About Us

Trusted Guidance Rooted in Integrity and Personal Relationships

Granite Oak Private Wealth is a CFP®-led wealth management firm with offices in Franklin, Tennessee and Londonderry, New Hampshire, providing retirement planning, estate planning, tax strategy, and investment management to individuals and families.

At Granite Oak Private Wealth, we are more than wealth managers – we are trusted guides for life’s financial decisions. Furthermore, our values of honesty, sincerity, and integrity guide every recommendation we make. As a result, we remain authentic and genuine while fostering meaningful, lasting relationships with our clients.

Additionally, as a family-founded business, we intentionally maintain a personal and intimate approach. We believe financial planning should be personal, not cookie-cutter. Therefore, we tailor every strategy to your goals, your values, and your vision for the future.

There’s real wisdom in knowing what you can control – and what you can’t.

The financial industry often promotes the idea that some people have an edge. However, instead of getting caught up in the noise or feeling pressured to act, you can change how you measure success. In some cases, the best decision is simply saying no. As active wealth managers, we guide you to focus on what truly matters. Additionally, we help you make purposeful decisions without the distraction of unnecessary noise.

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We love what we do.

We’ll go above and beyond every day to ensure you’re happy you chose to work with us.

Meet the Team

A CFP® professional background can help you plan more effectively.

Many people assume all financial planners are certified, but that is not always the case. In fact, CFP® professionals stand out through certification by the CFP Board for competency, ethics, and professionalism. As a result, these professionals must prioritize your best interests when providing financial guidance.

Education

Comprehensive study or equivalent coursework ensures a strong financial planning foundation.

Examination

CFP® professionals must pass the comprehensive CFP® Certification Exam, confirming their ability to develop your plan.

Experience

A minimum of three years of experience supports personalized, real-world strategies, and we have proudly served clients since 1998.

Ethics

Strict ethical standards require CFP^® professionals to act as fiduciaries, and always put your needs first.

Enforcement

The CFP Board enforces these standards through background checks and disciplinary measures, ensuring integrity and excellence.

Awards & Recognitions

Our actions reflect our defining values and commitment to making a positive difference.

2024 Forbes Top Next-Gen Wealth Advisors Best-in-State

– created by SHOOK Research

Presented in Aug 2024; based on data gathered over a 12-month period as of 03/31/24. Furthermore, 4,081 advisors were considered, and 1,621 advisors were recognized. However, this is not indicative of the advisor’s future performance. Therefore, your experience may vary. Click here for more award information.

2023 Forbes Top Next-Gen Wealth Advisors Best-in-State

– created by SHOOK Research

The 2023 award was presented in Aug 2023 based on data gathered from March 2022 to March 2023. Furthermore, 3738 Advisors were considered, 1464 Advisors were recognized. However, this is not indicative of advisor’s future performance. Therefore, your experience may vary. Click here for more award information.

2022 Forbes Top Next-Gen Wealth Advisors Best-in-State

– created by SHOOK Research

The 2022 award was presented in Aug 2022 based on data gathered from March 2021 to March 2022. 3513 Advisors were considered, 1000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2022 Forbes Wealth Advisors Best-in-State Award

2022 Forbes Best-in-State Wealth Advisors

– created by SHOOK Research

Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2021 Forbes Wealth Advisors Best-in-State Award

2021 Forbes Best-in-State Wealth Advisors

– created by SHOOK Research

Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2019 Forbes Top Next-Gen Wealth Advisors Best in State

– created by SHOOK Research

The 2019 award was presented in June 2019 based on data gathered from March 2018 to March 2019. 6389 Advisors were considered, 1495 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2018 Forbes Top Next-Gen Wealth Advisors

– created by SHOOK Research

Presented in July 2018 based on data gathered from March 2017 to March 2018. 23,832 Advisors were considered, 1000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

What Our Clients are Saying

These statements may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“I really appreciate your willingness to entertain all of my questions, even when I ask them a second time! Your patience and thoroughness are most welcome.”

– Ryan J., Client, 5/17/23

“During one of the worst recessions in our country’s history you stopped the bleeding and put us on solid footing towards the comfortable retirement we currently enjoy.”

– Dennis M., Client, 7/26/18

“We really enjoy working with Robert and Amanda. They are both super helpful, friendly and they always know the right time to reach out to us to ensure we have what we need. Robert goes above and beyond by making great recommendations to not only help us grow our investments, but also save us money and taxes with his ideas that we wouldn’t have known. He has a great understanding of the market and your different levels of risk.

We have been with Robert and his team since 2017 when we first initiated a call. He is more than willing to work with you via phone, his office or if needed to your home. He does not judge you and is very patient and willing to explain various details to gain a better understanding. There are not many people that are willing to take whatever time is needed, not be pushy, just very helpful, ALWAYS!! We highly recommend that you make the initial call to Robert, and you will quickly understand the value his knowledge and relationship skills bring to the table.”

– Loretta S., Client, 9/23/24

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What Our Clients are Saying

“I really appreciate your willingness to entertain all of my questions, even when I ask them a second time! Your patience and thoroughness are most welcome.”

Ryan J. Client, 5/17/23

“During one of the worst recessions in our country’s history you stopped the bleeding and put us on solid footing towards the comfortable retirement we currently enjoy.”

– Dennis M. Client, 7/26/18

“We really enjoy working with Robert and Amanda. They are both super helpful, friendly, and they always reach out at the right time to ensure we have what we need. Robert goes above and beyond by making great recommendations that not only help us grow our investments, but also save us money and taxes with ideas we wouldn’t have known. He has a great understanding of the market and different levels of risk.

We have worked with Robert and his team since 2017 when we first initiated a call. He willingly works with you via phone, at his office, or, if needed, at your home. He does not judge and remains very patient, taking time to explain details so you gain a better understanding. Few people take whatever time is needed without being pushy—he is just very helpful, ALWAYS!! We highly recommend making the initial call to Robert, and you will quickly understand the value his knowledge and relationship skills bring to the table.”

– Loretta S.Client, 9/23/24

View More Testimonials

Redefine your wealth.

Schedule a Conversation

Trusted Guidance Rooted in Integrity and Personal Relationships

There’s real wisdom in knowing what you can control – and what you can’t.

We love what we do.

A CFP® professional background can help you plan more effectively.

Education

Examination

Experience

Ethics

Enforcement

Awards & Recognitions

2024 Forbes Top Next-Gen Wealth Advisors Best-in-State

2023 Forbes Top Next-Gen Wealth Advisors Best-in-State

2022 Forbes Top Next-Gen Wealth Advisors Best-in-State

2022 Forbes Best-in-State Wealth Advisors

2021 Forbes Best-in-State Wealth Advisors

2019 Forbes Top Next-Gen Wealth Advisors Best in State

2018 Forbes Top Next-Gen Wealth Advisors

What Our Clients are Saying

– Ryan J., Client, 5/17/23

– Dennis M., Client, 7/26/18

– Loretta S., Client, 9/23/24

What Our Clients are Saying

Redefine your wealth.

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