Broker Check

106 Mission Court, Suite 106, Franklin, TN 37067

Who We Are

Meet Magnolia Wealth Partners

Magnolia Wealth Partners was founded in 2025 by Tara Carlson, the product of decades of purposeful experience in guiding individuals, families, and businesses through the complexities of wealth management.

Elevating Service, Empowering Success

Elevating Service, Empowering Success

The team at Magnolia Wealth Partners is committed to excellence in every aspect of the client experience. We believe this process starts with being approachable, proactive, and deeply attuned to your unique needs and the decisions you face with your wealth. With a culture rooted in integrity, expertise, and an unshakable purpose, we strive to empower every client to reach new heights of success while preserving the values and legacies that matter most.

Boutique Yet Powerful

While we are proud to be an independent wealth management firm, it doesn’t mean we operate alone. Magnolia Wealth Partners utilizes resources, security, and support from leading financial organizations like Fidelity Investments® and Kestra Financial.

Kestra Financial
With $142 billion assets under advisement1, Kestra Financial, has built an industry-leading technology platform, giving us a wide range of tools to help our clients. We have the opportunity to leverage world-class support to provide an unmatched client experience. Learn more at www.kestrafinancial.com.

Fidelity Investments®
Founded in 1946, Fidelity is one of the world’s largest providers of financial services with assets under administration of $14.6 trillion2. For more information about Fidelity Investments, visit Fidelity.com.

1. As of Dec. 31, 2024, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

2. As of 06/30/2025.

Fidelity Investments® ("Fidelity") is an independent company, unaffiliated with Kestra Financial or Magnolia Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Fidelity Investments has not been involved with the preparation of the content supplied by Magnolia Wealth Partners and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC.1224198.1.0

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