Mashburn Investment and Retirement Services is a financial services firm based in Harriman, TN. They offer a range of services including investment options, compliance support, and practice management consulting to help financial professionals grow their businesses. With over 90 trained home office employees, they provide back-office support and integrated technology platforms to enhance efficiency and client service. Founded in 1999, Mashburn has become one of the industry's most recognized independent financial services firms, with representatives managing over $13.5 billion in assets.
As a uniquely independent firm, Mashburn is dedicated to the success of their financial professionals. They offer marketing services, transition support, and affiliation options to help advisors create their ideal business models. Their goal is to provide quality investment, insurance, and retirement planning products to meet client demands. With a focus on shared vision and values, Mashburn strives to drive prosperity and success for their representatives and clients alike.
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