Southeast Focus HawsGoodwin Wealth operates from Franklin, Tennessee with a client base concentrated in the Southeast, presenting a regional opportunity to deepen local relationships and cross-sell additional wealth management, retirement planning, and employee benefits services to small and mid-size companies.

Boutique Growth Potential As a small firm with 2-10 employees and revenue in the low millions, there is room to scale advisory capacity, expand service offerings, and leverage partnerships with national resources to compete for mid-market advisory contracts and corporate retirement plans.

Acquisition Momentum Recent acquisition by Mercer Advisors signals potential for strategic collaboration, integration opportunities, and product expansion, while also creating a pathway to access Mercer’s broader platform for clients seeking enhanced investment management and benefits administration.

Leadership Access Visible leadership by Art Haws and Cam Goodwin with a transparent, collaborative client approach offers a compelling selling point for bespoke solutions, personalized financial planning, and flexible retirement plan design aimed at individuals and small to mid-size companies.

Distinguished Credentials Historical recognition such as Inc. 5000 fastest-growing and Financial Times 300 Top RIAs enhances credibility; use these milestones to engage prospects who value growth narratives and solid performance in wealth management and employee benefits.