Our mission

Our team provides customized investment management, and wealth planning services designed to help business owners, multigenerational families, executives and entrepreneurs turn complex financial strategies into impactful decisions that can benefit future generations. Hyperion Wealth Group also focuses on providing distinctive solutions for family offices, and clients who have private equity as a sizable component of their estate. By working with our team of experts, you will receive personalized guidance on investments, risk management and charitable giving strategies, along with wealth preservation solutions to help meet your long-term goals. Our holistic approach to wealth management considers not just your immediate financial needs, but also the needs of your heirs and the legacy you want to leave behind. Whether you are planning for retirement, saving for your children's education, giving back to your community, or looking to protect your assets, our services are tailored to ensure your wealth has a meaningful impact for your family and generations to come. 

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

PROSPER US coverRead the latest from Prosper•US

The spring of RBC Wealth Management’s Prosper·US magazine features stories of the women rising to be their best and bringing the best of RBC to clients Read more in this issue.

Explore responsible investing

Responsible investing Wealth Insights workbookAccess our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.

Download the guide

Social Media

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Great team…great day. These smiles are genuine and are in large part due from the joy we get serving Hyperion clients. Grateful for our ability to do what we love. #teamwork #HyperionWealthGroup #finance #nashville

Optimizing your employer-sponsored retirement plans could change your financial future. Let’s chat through your benefits and build a retirement plan that aligns with your goals.

Financial well-being and peace of mind often go hand in hand. Prioritize protecting your nest egg and your well-being. Send me a message for help creating healthy habits to pursue your financial goals.

Contact us

We welcome you to experience the Hyperion Wealth Group difference for yourself. Contact us today to set up a meeting.

Meet the team

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Learn more about Hyperion Wealth Group. 

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Latest Insights

Escalators

The Fed’s big bang rate cut

Sep 19, 2024 | Thomas Garretson, CFA

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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Man checking shipping containers

Economic impacts of non-economic policies

Sep 17, 2024 | Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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The White House

Harris and Trump on the issues

Sep 12, 2024 | Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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