Personalized retirement planning for individuals and families who are approaching or enjoying retirement.
Connect with usAt Riverdog Wealth, we believe the best financial advice comes from relationships built on trust, honesty, and mutual respect. We're not here to sell you something—we're here to listen, understand what matters most to you, and help you make confident decisions about your future.
Learn Our StoryOur retirement planning framework, called T.I.M.E., brings tax, income, market, and estate planning together into a single, coordinated strategy.
We evaluate how taxes affect your income, investments, and long-term plans—helping identify opportunities that may be overlooked when decisions are made in isolation.
We help you understand how income is generated, timed, and sustained throughout retirement—and how different strategies support your lifestyle and priorities.
We structure investment strategies within your broader plan—focusing on alignment between risk, long-term goals, and your overall retirement strategy rather than short-term market movements.
We ensure your plan accounts for how assets are transferred and coordinated over time, working alongside your legal professionals to align decisions with your broader goals.
Four meetings. No jargon, no pressure—just a clear path to a retirement plan built around your life.
A 60-minute conversation about where you are and where you want to be. No homework required.
We present your personalized Planning T.I.M.E. Report, comparing your current path with better strategies.
Our team does the heavy lifting—gathering details and building your retirement plan.
We review everything, answer your questions, and put your plan into action.
See what families across Tennessee are saying about their experience with Riverdog Wealth.
Terry & I have been working with Friend and Jonathan for almost two years at their Mt Juliet office. They have been extremely helpful in recommending investments, offering advise and letting us manage as much as we were comfortable. We highly recommend Riverdog Wealth for helping balance IRA distributions, managing ROTH & taxable savings and minimizing tax liabilities. They bring a wealth of experience and knowledge to the table while making the financial management process easy and fun.
I have enjoyed working with Friend and Jonathan for almost two years and have enjoyed every step of the experience. Their commitment to ensuring I understand the process and how to manage my wealth has been wonderful. These two guys are very knowledgeable and immediately earned my trust after the very first meeting. They have been excellent at keeping me up to date and informed about my portfolio, and they never fail to impress me with their deliberate approach and warm and calm personalities.
Friend Williams and Jonathan Burklund are great to work with. They are both knowledgeable, professional and easy to work with. Working with them has enabled us to feel more confident about our retirement.
After moving to Nashville, I was looking for a local financial advisor and was fortunate to find Riverdog Wealth. Their collaborative approach helped create an individualized portfolio that fit my investment goals and risk tolerance. Besides being experts in their field, the Riverdog Team treats you like family and gives you a strong sense of confidence in every decision you make. Riverdog rates an A+ in my book.
Friend and Jonathan founded Riverdog Wealth on a simple belief: you deserve advisors who work as hard for your retirement as you did.
Specializing in retirement income strategies and helping clients transition confidently into their next chapter.
Focused on wealth management and building long-term plans that adapt as life changes.
Free workshops and seminars designed to help you make informed decisions about retirement.
Come and mingle with fellow clients and friends of Riverdog Wealth as we try our hand at painting and pottery!
An open and honest conversation on ways to better control your retirement.
Tell us a little about yourself and what's on your mind. A member of our team will be in touch to find a time that works for you.