CERTIFIED FINANCIAL PLANNER™
Granite Oak Private Wealth is a CFP®-led wealth management firm with offices in Franklin, Tennessee and Londonderry, New Hampshire. Our Franklin office, located at 840 Crescent Centre Drive, Suite 600, serves individuals, families, business owners, and professionals throughout Williamson County and the greater Middle Tennessee area.
Led by Robert J. Walczak, CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary®, Granite Oak operates as a personal family office – coordinating every aspect of your financial life with the kind of hands-on, relationship-driven guidance you simply cannot get from a large national firm.
Whether you were born and raised in Franklin or recently made the move to Tennessee, we are here to help you build a financial strategy that supports your life, your goals, and the legacy you want to create.
At Granite Oak Private Wealth, we take a comprehensive approach to financial planning. Rather than focusing on investments in isolation, we coordinate all areas of your financial life into a cohesive strategy designed around your goals.
We operate as your personal family office – collaborating closely with your accountants, attorneys, and other trusted advisors to deliver a seamless, 360° financial strategy. Our transparent, asset-based fee model means you always know exactly what you are paying and why.
Not all financial advisors are held to the same standard. Robert J. Walczak holds the CERTIFIED FINANCIAL PLANNER® designation. One of the most rigorous and respected credentials in the financial planning profession.
CFP® professionals are required to meet strict standards in education, ethics, examination, and ongoing experience. Most importantly, they are required to act as fiduciaries. This means every recommendation must be made in your best interest, not driven by commissions or product incentives.
Robert also holds the Accredited Investment Fiduciary® (AIF®) designation, further reinforcing Granite Oak’s commitment to responsible, client-first investment guidance.
In addition, Robert has been recognized as a Forbes Best-in-State Top Next-Gen Wealth Advisor multiple times since 2018. This is a recognition that reflects a sustained commitment to thoughtful financial planning and exceptional client relationships.
Granite Oak Private Wealth proudly serves clients throughout the Franklin and Williamson County area, including:
Our Franklin office is located at 840 Crescent Centre Drive, Suite 600, Franklin, TN 37067, and is easily accessible from across Williamson County and the surrounding communities.
Call us @ (615) 798-0220
or email us: Amanda@graniteoakwealth.com
A financial advisor helps individuals, families, and business owners create strategies for managing their finances. This may include retirement planning, investment management, tax-efficient investing, estate planning coordination, insurance planning, and wealth management. A financial advisor can also help clients make informed decisions during major life events such as retirement, business sales, inheritance planning, or career transitions.
When choosing a financial advisor, consider factors such as professional credentials, experience, fiduciary responsibility, services offered, and the advisor’s planning approach. Many individuals look for a CERTIFIED FINANCIAL PLANNER® professional because the CFP® designation reflects advanced education, ethical standards, and comprehensive financial planning expertise.
Financial planning focuses on helping individuals create a strategy for achieving financial goals, including retirement planning, tax planning, estate planning, and risk management. Wealth management typically combines financial planning with ongoing investment management and personalized advice. Many clients benefit from a comprehensive approach that integrates both services.
Many people choose to work with a financial advisor when they experience major life or financial changes. Common situations include preparing for retirement, receiving an inheritance, changing jobs, selling a business, managing significant investments, or seeking guidance on tax-efficient wealth strategies. However, financial planning can provide value at virtually any stage of life.
A financial advisor can help identify tax-efficient retirement strategies that may reduce lifetime tax liabilities. These strategies may include Roth conversion planning, tax-efficient withdrawal sequencing, asset location strategies, charitable giving strategies, and coordination with tax professionals. While no advisor can eliminate taxes, proactive planning may help improve after-tax retirement income.
A CERTIFIED FINANCIAL PLANNER® professional has completed extensive education, examination, experience, and ethical requirements. CFP® professionals are trained to evaluate all aspects of a client’s financial life, including retirement planning, investments, taxes, insurance, and estate planning. Many investors seek CFP® professionals because of their commitment to comprehensive financial planning.
Yes. Many financial advisors help business owners address challenges such as succession planning, retirement plan design, executive compensation strategies, tax planning opportunities, liquidity events, and wealth preservation. Comprehensive planning can help business owners align personal financial goals with business objectives.
The appropriate meeting schedule depends on your financial situation and goals. Many clients meet with their advisor at least annually, while others prefer quarterly or semiannual reviews. Regular meetings help ensure investment strategies, retirement plans, and financial goals remain aligned as circumstances change.
For many Franklin residents, the answer is yes – especially as financial situations grow more complex through business ownership, career equity compensation, retirement transitions, or relocation from out of state. A financial advisor brings coordinated expertise across investments, tax planning, retirement income, and estate strategy that’s difficult to replicate on your own, particularly when working with a CFP® professional who is held to a fiduciary standard. That said, the value largely depends on finding an advisor whose planning process, fee structure, and communication style match your needs. For Williamson County residents managing multiple financial priorities at once, a local, relationship-driven advisor like Granite Oak often provides more coordinated guidance than a DIY approach or a large national firm.
If you are searching for a financial advisor in Franklin, TN, Granite Oak Private Wealth and Robert J. Walczak offer experienced, relationship-focused guidance built around your financial future.
