Cairn Financial Group was founded with a clear intent: to facilitate wealth-success in the lives of our clients. We believe this is a two-part process that begins with a personalized and actionable financial plan. As your financial planner, we serve to organize and assimilate your financial information so as to craft a blueprint for your financial life. This blueprint seeks to deploy your resources in the most efficient & effective manner for your specific goals. In the same way that life is not static, we believe that the ongoing process of financial planning is fluid and evolving as your life, circumstances, and goals change. For that reason, you won’t see an “a la carte” menu to our planning services. Instead, our financial planning is defined by an on-going relationship with you – the purpose of which is to maintain the financial road map to your definition of wealth-success.
However, while having an efficient & effective plan is crucial to success, a plan is often meaningless without proper execution. For that reason we are also positioned to help you in the implementation, execution, and management of your financial decisions. We serve as advocate, advisor, and coach to help you take the necessary steps to enjoy your wealth success. And as a financial management firm, Cairn Financial Group incorporates the ability to proactively manage your investments, independently shop for and broker insurances when needed, and strategically collaborate with third-party advisors (such as attorneys, CPAs, insurance agents, private bankers, TPAs, and Trust service providers) to provide an integrated financial solution – all with the intent of executing the road map to your definition of wealth-success.
NATHAN GREENE, CFP®
Nathan Greene, CFP® is a CERTIFIED FINANCIAL PLANNER™ and principal of Cairn Financial Group. He has over 10 years of experience in the financial services industry and has built his practice with the sole purpose of enabling wealth success in his clients’ lives – no matter their definition of “wealth.” With a strong competency in comprehensive planning, Nathan takes pride in assimilating your financial life to efficiently & effectively move clients towards their goals.
Nathan is a graduate of Auburn University and is a regular teacher, speaker, and commentator on financial matters. He is a leader in the industry as he has served as President of the Board of the Financial Planning Association of Middle Tennessee, led various national committees, taught in the CFP® program at Belmont University, is currently teaching CFP® requirements at Lipscomb University, and coordinates/instructs a Personal Financial Planning course and the UTHSC College of Pharmacy. He has met the extensive experience, education, ethics, and training requirements of the CFP Board of Standards required to hold the prestigious CFP® certification, and above all, Nathan is committed to the fiduciary standard of ensuring his advice is in your best interest.