You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Abound Wealth Management | Managing Partner | Jan 2017 to Present | — |
| The Money Guy Show | Founder and Host | Jan 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, LLC | Partner, Senior Financial Advisor | Jan 2004 to Dec 2016 | — |
| Henry County Board of Commissioners | Commissioner - District 2 | Jan 2012 to Jul 2016 | — |
| Henry County Schools | Board Member, Chairman | Jan 2005 to Dec 2012 | — |
| Preston Financial, Inc. | President | Jan 2002 to Dec 2004 | — |
| Homrich Berg | Associate | Jan 2000 to Dec 2002 | — |
| Moore Colson | Associate | Jan 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
Others at Abound Wealth Management (2)
| Name | Role | Location |
|---|---|---|
| Partner | Franklin, TN , United States | |
| Principal | Franklin, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Partner | Sagespring Wealth Partners, LLC | Nashville, TN , United States | |
| Associate | Sagespring Wealth Partners, LLC | Birmingham, AL , United States | |
| Portfolio Manager | Capwealth Advisors, LLC | Nashville, TN , United States | |
| Research Analyst | Capwealth Advisors, LLC | Franklin, TN , United States | |
| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States | |
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |