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Brian Preston

Brian Preston

Managing Partner at Abound Wealth Management

Nashville, TN , United States

About

Brian Preston is the Managing Partner at Abound Wealth Management, a Nashville-area registered investment advisory firm with over $1 billion in assets under management. He leads the firm's strategic direction and provides comprehensive wealth management for individuals, business owners, and medical professionals, with a focus on tax planning, investment management, and generational wealth strategies. His expertise covers equities, retirement plans, tax-optimized investment strategies, and estate planning, catering especially to clients navigating complex financial and business environments.

Before founding Abound Wealth in 2017, Brian was Partner and Senior Financial Advisor at Preston & Cleveland Wealth Management. He is also widely known as the founder and host of The Money Guy Show, an award-winning financial podcast and media platform with a large national audience. Through media, client work, and his bestselling book 'Millionaire Mission,' Brian is recognized for demystifying financial concepts such as the Financial Order of Operations and empowering clients to build lasting wealth through disciplined planning.

Brian holds the CFP® designation, is a CPA/PFS, and earned a B.B.A. in Accounting from the University of Georgia, along with executive education from several leadership programs including The College for Financial Planning. His notable achievements include appearances in major financial media, recognition as a "Top 100 Most Social Financial Advisor," and public service in Georgia, reflecting both his technical acumen and commitment to accessible financial education.

Career History

OrganizationRoleDate RangeDetails
Abound Wealth ManagementManaging PartnerJan 2017 to Present
The Money Guy ShowFounder and HostJan 2006 to Present
Educational and entertaining financial content that simplifies complex ideas and motivates people to find independence so they can focus on what really matters
Preston & Cleveland Wealth Management, LLCPartner, Senior Financial AdvisorJan 2004 to Dec 2016
Henry County Board of CommissionersCommissioner - District 2Jan 2012 to Jul 2016
Henry County SchoolsBoard Member, ChairmanJan 2005 to Dec 2012
Preston Financial, Inc.PresidentJan 2002 to Dec 2004
Homrich BergAssociateJan 2000 to Dec 2002
Moore ColsonAssociateJan 1996 to Dec 2000

Education

Leadership Henry

2008

The Georgia Society of CPAs Leadership Academy

2005

The Coverdell Leadership Institute

2002

The College for Financial Planning

CFP® Prefessional Education Program

1999

The University of Georgia

B.B.A. Accounting

1992 1996

Skills & Expertise

Leadership
Public Speaking
Financial Planning
Portfolio Management
Government
Microsoft Office
Entrepreneurship
Policy
Management
Social Media
Economic Development
Alternative Dispute Resolution
Marketing

Others at Abound Wealth Management (2)

NameRoleLocation
Bo Hanson
Bo Hanson
PartnerFranklin, TN , United States
Matt Hoffner
Matt Hoffner
PrincipalFranklin, TN , United States

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