Hassan Oldham Group

The Hassan Oldham Group

A comprehensive wealth management group providing the services you need to help build and protect your wealth and future legacy no matter what life throws at you. We help entrepreneurs, executives, and multigenerational families turn complexity into clarity with coordinated planning, thoughtful investing, and proactive advice. Wherever you live, we can meet on your schedule.

Our Story

Yaz Hassan started his career in the mid-1990s, not on a trading floor, but behind a cash register and riding along on sales calls. Those early years taught him something that still drives our practice today: listening is more important than speaking. You have to understand what a client actually needs before you can help them get there.

That mindset led Yaz from a Nashville-based brokerage to building what is now the Hassan Oldham Group, a practice managing assets under the Baird umbrella. When Justin Oldham joined in 2010, the two formed a partnership grounded in shared values: be straightforward, do the planning, and skip the noise.

Our Approach

After three decades and every kind of market cycle, our philosophy is simple. Good planning and process will always be more important than picking investments. We don't chase trends or fill your inbox with noise. When we reach out, it matters, and when we build a plan, it's built to last.

We take a straightforward approach to investing, centered on traditional, time-tested strategies. No unnecessary complexity, no products for the sake of products. We take care of all things financial and think of ourselves as a multifamily office, coordinating your investments, estate plan, tax strategy, and everything in between so nothing falls through the cracks.

Our Team

Five people, one goal: your financial clarity. Yaz leads investment decisions across every client relationship, whether the portfolio is $250,000 or $250 million. Justin, our COO, implements those strategies and keeps the practice running with precision. Karley Rouse, a Certified Financial Planner, builds and maintains the detailed plans behind every recommendation. Whitney Heckert and Ashley Apanowicz round out the group, managing client relationships, marketing, and onboarding with the kind of care that keeps families with us for generations. We are a cohesive unit, and that's by design.