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2024

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Best Financial Advisors in Chattanooga, TN

Our Recommended Top 13

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Chattanooga Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

52Reviewed

36Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Chattanooga, TN
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Chattanooga, TN

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Chattanooga? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

6031 Shallowford Road, Chattanooga, TN 37421

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Cox Wealth Management LLC is a financial advisory firm that serves the residents of Chattanooga and the surrounding areas. It helps clients achieve their goals through its wealth management services, such as comprehensive financial planning, tax and estate planning, asset allocation strategies, and risk management strategies. Founder Richard Cox has been working in the financial services field for more than 40 years. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

651 East 4th Street Ste. 100, Chattanooga, TN 37403

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Visionary Horizons developed its own concept in wealth management called the Community Family Office, which encompasses a holistic and personal approach to helping families and businesses manage their financial and personal lives. Based in Knoxville and extending its services to Chattanooga, the company comprises financial coaches and life planners who give professional advice on financial planning, asset management, retirement programs, and life planning. Investment advisor representative Nick Hughes focuses on retirement and estate planning for families and widows.

  • Estate Planning
  • Retirement Planning

6918 Shallowford Road, Chattanooga, TN 37421

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Colquette Group is a wealth advisory company providing services to Chattanooga and the surrounding areas since 2009. Its team specializes in understanding the clients' goals to help identify and develop suitable financial plans. The team also builds customized investment portfolios that include cash equivalent, insurance products, equities, and bonds. The Colquette Group also assists clients needing legal and tax planning services. It is owned by Cory S. Colquette, an investment advisor representative with over 15 years of experience in the financial industry.

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

832 Georgia Avenue, Chattanooga, TN 37402

Expertise.com Rating

Why choose this provider?

Simon Quick Advisors is an independent registered investment advisor catering to families, business owners, wealth creators, and corporate executives in Chattanooga. It offers personalized integrated financial planning and investment solutions, such as tax planning, estate planning, generational wealth planning, charitable giving strategy, risk management, and asset protection. The firm has established a women's network to empower women in joining the financial conversation, hosting various educational opportunities like networking luncheons, small group sessions, and wellness events.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

250 Forest Avenue, Chattanooga, TN 37405

Expertise.com Rating

Why choose this provider?

Acumen Wealth Advisors offers comprehensive financial planning services to clients in Chattanooga. The firm was established in 2012 by a group of attorneys and certified financial planners to focus on strategic areas of financial planning, such as retirement, tax, and insurance. Its professionals also handle financial statement preparation and analysis, customized asset allocation strategy, and executive benefits planning. They also take on portfolio management, foundations, and endowments. Moreover, Acumen Wealth Advisors supports local organizations, including the Northside Neighborhood House.

  • Certified Financial Planner (CFP)
  • Retirement Planning

605 Chestnut Street, Chattanooga, TN 37450

Expertise.com Rating

Why choose this provider?

Founded in 1984, LBMC Investment Advisors serves the Chattanooga metro. The firm provides coordinated investment and tax advice to clients seeking to build their wealth with the least risk possible to their assets. The team of financial professionals offers an investment check-up that includes an investment position review, asset allocation chart, and investment consultation review session. Gregory Herman, the managing partner of the firm, has over 25 years of industry experience. He also supports many civic organizations like Our Kids Clinic.

  • Certified Financial Planner (CFP)

633 Chestnut Street, Chattanooga, TN 37450

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Cory Gaylord is a Northwestern Mutual financial advisor for clients in Chattanooga. His financial planning service covers preparing for lifestyle and family needs, including budgeting, purchasing property, new employment, education funding, and retirement. For investments, he offers portfolio management advisory programs using annuities or mutual funds, as well as a private client service for high-net-worth individuals. Gaylord has been a financial advisor since 2015 and is affiliated with the Young Professionals Association of Chattanooga and United Way Emerging Leaders.

  • Certified Financial Planner (CFP)
  • Retirement Planning

633 Chestnut Street, Chattanooga, TN 37450

Expertise.com Rating

Why choose this provider?

Bridge Financial Planning provides fiduciary advice to Chattanooga clients. The firm offers a wide range of financial planning services to business owners, professionals, and clients nearing or in retirement. It creates strategies for investment management, retirement planning, cash flow management, and education funding. The firm also helps clients with insurance and estate planning. Jennifer B. Harper, company founder and principal, has been in the financial services industry for over two decades.

  • Certified Financial Planner (CFP)

1300 Broad Street, Chattanooga, TN 37402

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Barnett & Company is a financial management services firm in Chattanooga. Founded in 1983, the company offers services such as asset and wealth management, estate planning, and financial planning. A team of industry professionals at the company guides clients through regular alignment meetings about their needs and goals and by working as a personalized investment counsel. Warren Barnett, the company's founder, president, and portfolio manager has been a CFA charterholder since 1986 and has served on the board of different charitable and professional organizations.

  • Certified Financial Planner (CFP)

1206 Pointe Centre Drive, Chattanooga, TN 37421

Expertise.com Rating

Review Sources

Google
5.0 (16)

Why choose this provider?

Evergreen Advisors is a wealth management firm that has been serving the residents of Chattanooga and the surrounding areas for more than three decades. It helps clients reach their long-term objectives through financial planning services, which consist of risk assessment, asset allocation, investment management strategies, and regular monitoring and adjustment of investment portfolios. Founder and partner Jim Place has been the host of the Chattanooga financial radio show "Let’s Talk Money" for the last 23 years.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

6151 Shallowford Road, Chattanooga, TN 37421

Expertise.com Rating

Why choose this provider?

Guardian Wealth Management, Inc., is an investment advisor that has been in service since 1997. Based in Chattanooga, the firm helps clients design personal financial plans and construct investment portfolios. It guides families in achieving their financial goals, providing continuous assistance for a disciplined execution. Donald VanLandingham, one of its founders, owned a CPA firm that offered financial planning assistance prior to establishing the company. He obtained his CPA license in 1980 and his Personal Financial Specialist designation in 1993.

  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Chattanooga, TNFree Consultation
Cox Wealth Management LLC
6031 Shallowford Road, Chattanooga, TN 37421
Visionary Horizons Wealth Management
651 East 4th Street Ste. 100, Chattanooga, TN 37403
The Colquette Group
6918 Shallowford Road, Chattanooga, TN 37421
Simon Quick Advisors
832 Georgia Avenue, Chattanooga, TN 37402
Acumen Wealth Advisors
250 Forest Avenue, Chattanooga, TN 37405
LBMC Investment Advisors
605 Chestnut Street, Chattanooga, TN 37450
Cory Gaylord
633 Chestnut Street, Chattanooga, TN 37450
Bridge Financial Planning
633 Chestnut Street, Chattanooga, TN 37450
Barnett & Company
1300 Broad Street, Chattanooga, TN 37402
Evergreen Advisors
1206 Pointe Centre Drive, Chattanooga, TN 37421
Guardian Wealth Management, Inc.
6151 Shallowford Road, Chattanooga, TN 37421

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much income increase do you need to prepare for retirement in Chattanooga?

    According to the Consumer Price Index, the average cost of living fluctuations in the previous 20 years is 4%-5% annually. It is advised that Chattanooga residents look to increase their earnings at the same rate per year in order to prepare for their cost of living during retirement. The purchasing power of your $500 in 2023 will be decreased by the time you’re 60. A consultation with a financial advisor can help you get clarity on retirement planning.

  • How does the financial planning process with a Chattanooga financial look like?

    Chattanooga financial advisors tackle all factors that may affect your wealth building, including cash flow, liabilities, assets, employer-provided benefits, and insurance coverages. A typical planning process includes outlining the client-financial advisor relationship, collecting client information, such as financial and lifestyle goals, risk tolerance, and assessing the client’s current financial situation. It also entails creating a personalized financial plan and presenting recommendations, implementing the financial plan, monitoring the financial plan’s progress, and making adjustments if needed.

  • Should you allocate funds to fixed-income investments in Chattanooga?

    Fixed-income investments are ideal for people who can hold investments long-term and are willing to wait for their maturity. This type of investment gives you a reliable income flow for the future and preserves your principal fund, thereby shielding your finances against market volatility and inflation. Speak with your financial advisor in Chattanooga to find local fixed-income investment products.

  • What payment structures do financial advisors in Chattanooga offer?

    Financial advisors in the Chattanooga metro work on various payment models. Most advisors are compensated with commissions from the financial products they offer while fee-based advisors are paid a flat fee for their services. Advisors can also take a percentage of the assets under their management as compensation. It is important to understand your financial advisor's payment structure as it may play a role in the product and service recommendations they provide.

  • Can a financial advisor help you manage your 401(k) accounts in Chattanooga?

    Your financial advisor can help you understand how your 401(k) accounts work and their role in your retirement. The advisor will diversify the allocation of your fund investments in order to balance potential gains and losses according to your personal risk tolerance and financial goals. Tax optimizing your 401(k) accounts and continuously adapting your investments to market changes can also be performed by your Chattanooga financial advisor.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.