Who We Are and Why We Care
The People Behind McCall Wealth
We help business owners and families simplify complexity, preserve their wealth, and create a future with confidence.
More Than Advisors, We’re Partners
What Sets Us Apart...
We combine financial expertise with a values-driven approach, to handle the details and keep the focus on your goals.
We serve local enterprise business owners and families, understanding closely held complexities and tailoring every step of the exit.
Curated Network
Our curated network of professionals provides trusted expertise in exit planning, estate planning, and beyond—helping to ensure every aspect of your financial journey is supported.
Legacy Focused
Our approach is centered on building lasting relationships and strategies that helps preserve what you’ve built, carry your values forward, and create impact for generations to come.
Managing Partner | Branch Manager, RJFS
Barry McCall, CFP®, CPWA®
Barry, managing partner at McCall & Associates, is a calm, diligent leader, UT alum, outdoors enthusiast, husband, father, and grandfather.
Partner, MWA
Steve Alverson, MBA, CFP®, CEPA
Steve Alverson, a CERTIFIED FINANCIAL PLANNER® professional and CEPA with an MBA, uses his analytical skills and exit planning expertise to guide clients through complex financial decisions with care, while enjoying fitness, family, and faith outside work.
Partner, MWA
Austin Coley, CFP®, CAP®
Austin Coley is a CERTIFIED FINANCIAL PLANNER® professional and former Pittsburgh Pirates pitcher, specializing in charitable giving strategies.
Wealth Advisor
Cain Yarbrough, CPFA®
Cain Yarbrough is a CPFA® at McCall & Associates who helps business owners with retirement planning and employer-sponsored plans.
Lead Branch Associate, RJFS // Strategic Paraplanner, mwa
Stephanie Busby, FPQP®
Stephanie Busby is Lead Associate at McCall & Associates and a Financial Paraplanner Qualified Professional™.
Client Service Associate
Anna Padilla
Anna Padilla is a Client Service Associate in the Brentwood office, supporting clients and the team with administrative expertise and a passion for learning.
Comprehensive Guidance, Personal Approach
A List Of Our Services
Whether you’re growing a business, planning an exit, or managing family wealth, McCall Wealth offers services that make the complex feel simple. From investments to estate planning, our team gives you the guidance and confidence to move forward with ease.
Investment Management
We design customized portfolios, balancing growth, income, and tax efficiency to help keep your wealth working.
Charitable Solutions
We help create strategies that align your giving goals with your financial plan, helping you make a lasting impact.
Private Wealth Planning
Our planning process aligns taxes, estate goals, philanthropy, and dynamic modeling to simplify complex decisions.
Business Owner Planning
We guide business owners through exit planning, retirement strategies, and connections to a trusted network of professionals.
Education & College Planning
We help families prepare for future education costs with smart savings strategies and custodial account solutions.
Estate, Philanthropy & Trust Planning
We help manage trusts, advise on philanthropy, and guide multi-generational families in preserving and passing on wealth.
Risk & Protection Planning
We help protect your future with insurance, fraud prevention, health care coordination, and long-term care strategies.
Book a Complimentary Assessment
Need services like these? Let's get in touch!
Local Roots, Regional Expertise
Guiding Business Owners and Families
Based in Middle Tennessee, we serve business owners across Tennessee, Northern Alabama, and beyond—along with families who trust us for private wealth guidance.
Brentwood Office
5217 Maryland Way, Suite 401, Brentwood, TN 37027
Pulaski Office
First National Bank, 206 South 1st Street, Pulaski, TN 38478
With our office located at First National Bank, we have ready access to local banking professionals to help with any other your banking or lending needs.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Book a Complimentary Assessment
In a short, no-obligation call, we’ll listen to your goals, understand where you are, and outline simple next steps—whether you’re planning an exit or building family wealth.
