Thank you so much for the lovely luncheon at Thistle Farms. I am so thankful you support such a worthy organization in healing the lives of women. I don't have a "special someone", and I really looked forward to your invitation.
It's nice to feel appreciated! I am grateful for our association.
P.S. it was a treat to see Miss Vivien
Thank you so much for the thoughtful Christmas gift! I also love that y’all are supporting my cousin’s store. It was such a happy surprise. We love working with you guys, and you all feel like more than just a financial company to us. We trust you completely and are so thankful for the value you place on gratitude, integrity, and honesty.
Thank you again for your thoughtfulness!
Thank you so much for the cookies and phone call expressing your concerns for me and my family. I truly appreciate all you do and for being there at such a tough time. You are wonderful!
Thank you for the special gift you sent me. It means a lot to me that you purchase from this company who helps abused women. We know it is scripture that “love heals”.
I appreciate both of you and your staff. I feel I am, finally, in hands that care about my well being! I am grateful for our association and friendship.
Best regards for a wonderful holiday!
I have been overwhelmed by the incredible expertise, care, and kindness you and your team have shared with me in every interaction - thank you so much! And to top it off, I receive a birthday card from you! Thank you!
I am both thrilled and more confident in my future finances after hearing thing plans and strategies, and I’m so grateful to you all!
My wife and I came across Lighthouse Wealth Group 15 years ago after doing research on financial planners in the Nashville area. We began our journey with them when we didn’t have much excess money to invest and needed someone who could help us plan for our future. The team went to work helping us plan for our future by setting up different accounts based on our long term needs. Lighthouse Wealth Group has provided us with great advice on our long term investments, retirement accounts, college savings accounts and even our 401k retirement account that they do not even manage. They are fully engaged and meet with us several times a year to provide an update on our investments and what it means to our long term security.
We can’t thank Tommy and his team enough for the advice they provide and for the friendship that has grown over the last many years.
We appreciate and value the working relationship we’ve built with Lighthouse Wealth Group. Showing care and concern for our clients has always been at the core of what we do – which is what makes Lighthouse Wealth Group such a natural fit. The team at Lighthouse Wealth Group clearly care about their clients and strive to give them the best service. The collaborative and supportive nature of their team naturally leads to thorough and encompassing planning. We love the unique heart LHWG has not only for their clients, but in how often they participate in volunteer activities and give back to the community. This shows that they are not just strong advocates for their clients, but they are truly wonderful and caring people to work with.
-Legacy Law Group
Legacy Law GroupProfessional Partner
All Client testimonials were given willingly by clients.
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The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
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