Fiduciary Wealth Management Built on Two Decades of Experience and a Multi-Generational Family Practice
Robert J. Walczak, CFP®, AIF®
Robert J. Walczak, CFP®, AIF® is the managing partner of Granite Oak Private Wealth, a fiduciary wealth management firm with an office in Franklin, Tennessee serving Williamson County and the greater Nashville area. He has been recognized by Forbes as a Best-in-State Top Next-Gen Wealth Advisor seven times since 2018, and he holds two of the financial planning industry’s most rigorous credentials: the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation.
Who Is Robert J. Walczak?
Robert Walczak began his career in financial services in 2004 and joined Granite Oak Private Wealth – then a long-running family practice founded by his father, Bob Walczak – in 2009. He graduated with honors from the University of New Hampshire with a Bachelor of Science in finance and economics, and completed an Advanced Study in Financial Planning at Merrimack College.
Today, Robert leads Granite Oak Private Wealth’s Franklin, TN office, where he works with individuals, families, and business owners who want a single, trusted advisor to coordinate every part of their financial life – investments, tax planning, retirement income, estate strategy, and risk management – rather than working with a string of disconnected specialists.
He is a member of the Financial Planning Association and is fully licensed to provide independent, objective advice as a fiduciary.
Robert’s professional credentials and registrations include:
- CERTIFIED FINANCIAL PLANNER® (CFP®) professional
- Accredited Investment Fiduciary® (AIF®)
- FINRA Series 6, 7, 63, and 66
- Investment Adviser Representative
- Life, Health, and Variable Life Insurance Licenses
Forbes Recognition: A Seven-Time Best-in-State Honoree
Robert has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list seven times, with recognitions spanning 2018 through 2024. The list, developed by Forbes in partnership with SHOOK Research, evaluates advisors through in-person and telephone due diligence, reviewing factors that include client retention, industry experience, compliance record, and assets under management.
In the 2024 ranking, Robert was named from a pool of 45,996 nominations that produced 1,621 honorees nationwide. The recognition reflects a sustained, multi-year standard of practice – not a single year’s performance.
* This recognition and the due-diligence process conducted are not indicative of future performance, and any individual’s experience may vary.
Verify Robert’s Background
Granite Oak Private Wealth believes in transparency. You can independently verify Robert’s licensing, registration history, and regulatory record at any time:
- FINRA BrokerCheck — Robert Walczak
- PlannerSearch Profile — Financial Advisor in Franklin, TN
- LinkedIn — Robert J. Walczak, CFP®, AIF®
Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Granite Oak Private Wealth and Arkadios are not affiliated through any ownership.
Frequently Asked Questions
Is Robert J. Walczak a fiduciary?
Yes. Robert holds both the CFP® and AIF® designations, both of which require advisors to act as fiduciaries – meaning every recommendation must be made in the client’s best interest rather than driven by commissions or product incentives.
What is the Accredited Investment Fiduciary (AIF®) designation?
The AIF® designation is awarded to financial professionals who complete specialized training in fiduciary responsibility and investment stewardship. It signals a formal commitment to following a documented, best-interest investment process, in addition to the standards required by the CFP® designation.
Where is Robert Walczak’s Franklin, TN office located?
Granite Oak Private Wealth’s Franklin office is located at 840 Crescent Centre Drive, Suite 600, Franklin, TN 37067. The firm also maintains an office in Londonderry, New Hampshire.
How long has Robert Walczak been a financial advisor?
Robert began his career in financial services in 2004 and joined Granite Oak Private Wealth in 2009, bringing more than 20 years of industry experience to clients in Franklin and Williamson County.
How can I confirm Robert Walczak’s licensing and disciplinary history?
You can look up Robert’s full registration and regulatory history at any time through FINRA BrokerCheck, a free public tool maintained by the Financial Industry Regulatory Authority.
Schedule a Consultation with Robert Walczak at Granite Oak Private Wealth
If you’re looking for a CFP® and fiduciary financial advisor in the Franklin, TN area, Robert Walczak and the Granite Oak Private Wealth team are ready to listen.
