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2024

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Best Financial Advisors in Nashville, TN

Our Recommended Top 17

We did the research for you!

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

153Reviewed

98Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

278 Franklin Rd., Suite 260, Brentwood, TN 37027

Expertise.com Rating

Review Sources

Google
5.0 (59)

Why choose this provider?

Retirement Renegade, formerly called Legacy Builders Wealth Management, helps clients prepare for a comfortable future. As a Nashville retirement specialist, it assists people in crafting adequate retirement strategies, maximizing tax savings, and establishing a nest egg that lasts throughout the golden years. The financial advisory firm offers tailored approaches, working with individuals in different stages, including those still playing catch-up with their savings. Retirement Renegade also guides clients through post-retirement taxation, estate planning, and charitable planning.

  • Asset Management
  • Wealth Management
  • Retirement Planning
  • Financial Advisors
  • Financial Planning
  • Financial Planner

Nashville, TN
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a management firm that addresses the financial concerns of families and individuals in Nashville. Since 2015, it has been providing financial planning services to enable people to manage their finances and secure their future properly. The independent, fee-only wealth management firm gives professional advice to protect clients' interests. Its team serves business owners, CEOs, and high-net-worth clients, helping them analyze their cash flow needs and establish their priorities. The agency was named one of the Top RIA Firms by Forbes in 2023.

  • Charitable Giving Strategies
  • Equity Compensation Planning
  • Tax Planning
  • Business Exit Planning
  • Trust and Estate Planning
  • Investment Management
  • Alternative Investments
  • Private Foundation Management
  • Private Wealth Advisor
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Nashville, 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
  • Retirement Planning
  • Investment Management
  • Financial Planning

4219 Hillsboro Pike, Nashville, TN 37215

Why choose this provider?

Corvus Capital is a company in Nashville helping people reach their financial goals. As an independent investment advisor, the firm offers personal financial guidance in building investment portfolios and maintains partnerships with different financial service companies for ready access to needed market information. Founder Stephen Vogel is a CFA charterholder and a member of Nashville's CFA society. Prior to establishing Corvus Capital, he worked as a credit analyst in a bank and underwrote senior bank loans.

600 12th Ave. S. #803, Nashville, TN 37203

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Oasis Wealth Planning Advisors provides fiduciary financial planning services to clients in the Nashville-area. The tax-focused fee-only financial planning and investment management firm focuses on serving near-retirees, retirees and surviving spouses with integrated, tailored services to help them achieve financial lifestyle goals. Oasis' owner, Steve Martin has over 25 years of experience in wealth planning, investment management, and tax consulting and the firm has three CFP® practitioners, two of whom are CPAs and one is a CFA.

  • Tax Planning
  • Certified Financial Planner (CFP)

675 North Mount Juliet Road, Mt. Juliet, TN 37122

Expertise.com Rating

Review Sources

Facebook
5.0 (10)
Google
5.0 (4)

Why choose this provider?

EPM Financial is a company serving clients in Nashville and the surrounding areas. Its team strives to provide sound advice to its clients as well as help them achieve their financial goals. Serving commercial and residential clients, the company provides services that include financial and estate planning, investment services, retirement, and personal insurance. Commercial clients can also get advice on group retirement and self-employment pension plans, succession and owner-exit planning, as well as buy-sell arrangements.

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

340 Seven Springs Way, Brentwood, TN 37027

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Seven Springs Wealth Group is a financial planning firm that has been in the industry for over 20 years. Serving clients in Nashville, it handles retirement planning, tax planning, company benefit analysis, insurance needs analysis, and estate planning consulting. The firm's process includes identifying clients' goals and discussing its services and proprietary tools. President and owner Jeremy Hutzel has been a Certified Financial Planner since 2005. He holds a Business Administration degree in Finance and is a member of the Securities Investor Protection Corporation.

  • Estate Planning

436 Main Street, Franklin, TN 37064

Expertise.com Rating

Why choose this provider?

William Bevins is a Nashville-area fiduciary financial advisor who makes unbiased financial recommendations to individuals, business owners, and institutions. He is a CERTIFIED FINANCIAL PLANNER™ who advises clients on trust administration, wealth management, and retirement planning. Additionally, Bevins provides new clients with an in-person or remote initial consultation to discuss their financial goals in a confidential setting. He has over 20 years of experience as a financial advisor and currently works as a private wealth manager at Cypress Capital.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

818 18th Avenue South, Nashville, TN 37203

Expertise.com Rating

Review Sources

Google
4.3 (6)

Why choose this provider?

James M. Aid is a financial advisor who has been working with RBC Wealth Management since 2018. He provides financial planning and wealth management solutions to clients in Nashville and the surrounding communities. Apart from individuals and families, Aid serves companies seeking assistance with employer-sponsored retirement plans. He also offers investment options to corporate executives. Aid's portfolio includes nearly 10 years of experience as an advisor with Wells Fargo Advisors. Additionally, he has attained the AIF certification from Fi360.

  • Retirement Planning

7242 Old Harding Pike, Nashville, TN 37221

Expertise.com Rating

Review Sources

Facebook
5.0 (3)

Why choose this provider?

Wealth Management Group offers financial planning services to clients in Nashville and the surrounding areas. Peggy Rouillier is one of the company's investment advisor representatives. She is a Certified Financial Planner who started her career in the financial industry in 1993 at Securities America. As an advisor, Rouillier assists clients in several aspects of personal financial planning, investment consulting, and wealth and portfolio management. She has also worked with numerous clients, including doctors, executives, music publishing, and small business owners.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

12 Cadillac Drive, Brentwood, TN 37027

Expertise.com Rating

Why choose this provider?

For more than 20 years, Wellness Financial Advisors has been serving individuals, families, and medical, dental, and business professionals throughout Nashville. It offers a wide range of financial planning services, including risk management, tax management, wealth accumulation, retirement planning, and estate planning. The professionals at this company listen to clients' needs and work with their attorneys and accountants to develop a financial plan that suits their goals. Matt Hutcheson, the president of the company, has been in the financial services industry since 1998.

  • Certified Financial Planner (CFP)

751 Cool Springs Boulevard, Franklin, TN 37067

Expertise.com Rating

Review Sources

Google
4.4 (7)

Why choose this provider?

Beacon Capital Management is an independent financial firm that serves Nashville and the surrounding communities. It serves clients in varying stages of life, whether they are young professionals or approaching retirement. Its financial advisors help build tax-free income in retirement and protect assets through estate planning. They also offer assistance in healthcare planning. Other services include accounting and bookkeeping for small to medium-sized businesses. Beacon Capital Management was featured in media outlets such as Reuters and Forbes.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

3811 Bedford Avenue, Nashville, TN 37215

Expertise.com Rating

Why choose this provider?

LPL Financial Nashville is a wealth management firm serving a small group of families, individuals, and business owners in the metro. It helps clients achieve their financial goals by providing a broad range of services, including financial planning, investment management, retirement planning, and financial advice on long-term care. Its professionals carry 80 years of combined experience and keep up-to-date with the ever-changing laws and guidelines in the industry. John Mynatt, branch manager of the firm, has more than $50 million in assets under management.

  • Private Wealth Advisor

555 Marriott Drive, Suite 150, Nashville, TN 37214
WebsiteLicense: 4968359

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Aull Wealth Team is a financial planning and advisory firm that serves clients in Nashville. Its range of services includes planning for insurance, retirement, estate, and college. It also helps clients with investment planning and provides portfolio performance reviews. Its advisors assist clients in determining goals and the risk tolerance of investments. Additionally, the firm offers tax and income planning solutions. As a division of the Southwestern Investment Group Securities, the firm hosts food drives for all employees at the Southwestern Family of Companies.

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

104 Woodmont Boulevard, Nashville, TN 37205

Expertise.com Rating

Why choose this provider?

Family Wealth Management is an investment advisory firm that serves Nashville residents. Included in its line of services are wealth succession planning, income tax compliance, and risk management. Furthermore, the company provides portfolio management assistance which involves implementing investment strategies, and its team also offers record keeping and accounting services. Family Wealth Management, which has been operating since 1998, is led by CPA Steve Thorne, who heads the firm's strategic direction and manages its investment policy creation services.

  • Retirement Planning

905 Harpeth Valley Place, Nashville, TN 37221

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Mariner Wealth Advisors is a Nashville-based financial advisory firm that offers numerous services such as investment management. Its team utilizes active and passive strategies to build clients' portfolios to include diverse asset classes, including equities, fixed income, and cash. In addition to managing investments, the professionals also create personalized wealth plans that cover estate planning, education savings strategies, and personal insurance solutions. Company CEO Marty Bicknell was included in the Kansas City Business Journal’s Power 100 List from 2014 to 2019.

  • Estate Planning
  • Estate and Trust Specialist
  • Tax Planning

751 Cool Springs Boulevard, Franklin, TN 37067

Expertise.com Rating

Why choose this provider?

The Wealth Management Group provides financial advisory services to the Nashville metro. The company develops a personalized wealth planning process for its clients to address their respective financial goals, concerns, and opportunities. Its financial advisors assist with the tax efficiency of investments and analysis, underwriting, and procurement for life insurance. In addition, the business offers wealth accumulation and wealth preservation services. The team of The Wealth Management Group has more than 90 years of collective industry experience.

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

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Retirement Renegade
278 Franklin Rd., Suite 260, Brentwood, TN 37027Free Consultation for price and rates
Venturi Private Wealth
Nashville, TNVisit Website
SmartAdvisor by SmartAsset
Nashville, TNFree Consultation
Corvus Capital
4219 Hillsboro Pike, Nashville, TN 37215
Oasis Wealth Planning Advisors
600 12th Ave. S. #803, Nashville, TN 37203
EPM Financial
675 North Mount Juliet Road, Mt. Juliet, TN 37122
Seven Springs Wealth Group
340 Seven Springs Way, Brentwood, TN 37027
Cypress Capital - William Bevins CFP CTFA
436 Main Street, Franklin, TN 37064
James M. Aid
818 18th Avenue South, Nashville, TN 37203
Wealth Management Group
7242 Old Harding Pike, Nashville, TN 37221
Wellness Financial Advisors
12 Cadillac Drive, Brentwood, TN 37027
Beacon Capital Management
751 Cool Springs Boulevard, Franklin, TN 37067
LPL Financial Nashville
3811 Bedford Avenue, Nashville, TN 37215
Seven Arrows
555 Marriott Drive, Suite 150, Nashville, TN 37214
Family Wealth Management
104 Woodmont Boulevard, Nashville, TN 37205
Mariner Wealth Advisors
905 Harpeth Valley Place, Nashville, TN 37221
The Wealth Management Group
751 Cool Springs Boulevard, Franklin, TN 37067

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 can you review the credentials of financial advisors in Nashville?

    To hire financial advisors in Nashville, you may check their credentials and their firms' details at the Investment Adviser Public Disclosure website. On this website, the public can access an advisor's background and conduct, including any active registrations, employment history, and disclosures of any disciplinary actions.

  • What are the benefits of working with a fee-only financial advisor in Nashville?

    Clients may directly pay fee-only financial advisors in Nashville for their services, which can be in the form of a flat fee, hourly rate, or a percentage of assets under management. Unlike advisors who receive commissions for selling insurance or financial products, a fee-only financial advisor does not accept such compensation. A fee-only model can also help reduce conflicts of interest and guarantee that a financial planner operates as a fiduciary.

  • Do residents of Nashville need to hire a financial advisor who lives nearby?

    It is recommended that Nashville residents work with local or nearby financial advisors because they are more knowledgeable about the area's employers, cost of living, and economic situation. In addition to providing financial advice, financial advisors may also help clients with investment management, retirement planning, and the analysis of their insurance needs.

  • What qualifications should a financial advisor in Nashville possess?

    Financial professionals in Nashville must hold a FINRA license and a registration from the state or federal securities authority. Advisors may demonstrate a higher degree of experience by earning the CFA, CFP, or ChFC credentials. Those who work in finance as accountants or attorneys must additionally satisfy the prerequisites for their particular industry.

  • What questions should you ask potential financial advisors in Nashville?

    Before choosing a financial advisor in Nashville, you may ask questions like:

    • What kind of services do you offer?
    • Are you a fiduciary?
    • What are your credentials?
    • How can we talk about my plan?
    • What is your approach to investing?
    • How do you gauge the success of an investment?
    • What different methods do you use to get payment?
  • 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.