Best Financial Advisors in Chattanooga

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Acumen Wealth Advisors logo

Acumen Wealth Advisors

250 Forest Avenue, Chattanooga, TN 37405
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Barnett & Company logo

Barnett & Company

1300 Broad Street, Chattanooga, TN 37402
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  • Certified Financial Planner (CFP)

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.

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Bridge Financial Planning logo

Bridge Financial Planning

633 Chestnut Street, Chattanooga, TN 37450
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  • Certified Financial Planner (CFP)

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.

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Cory Gaylord logo

Cory Gaylord

633 Chestnut Street, Chattanooga, TN 37450
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Cox Wealth Management LLC logo

Cox Wealth Management LLC

6031 Shallowford Road, Chattanooga, TN 37421
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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Davis Financial Advisors logo

Davis Financial Advisors

7374 Applegate Lane, Chattanooga, TN 37421
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  • Certified Financial Planner (CFP)

Davis Financial Advisors provides financial insight to clients in Chattanooga. The firm offers various services, including financial and care planning and wealth management. Its financial planning services cover retirement, investment, estate, and tax planning, in addition to long-term care and life insurance. Owner and president David Davis started his career in the insurance and finance industry in the late '70s. He is a Chartered Financial Consultant and a Certified Life Underwriter who holds Series 7, 63, and 65 registrations.

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Evergreen Advisors logo

Evergreen Advisors

1206 Pointe Centre Drive, Chattanooga, TN 37421
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  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

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Guardian Wealth Management, Inc. logo

Guardian Wealth Management, Inc.

6151 Shallowford Road, Chattanooga, TN 37421
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  • Private Wealth Advisor

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.

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LBMC Investment Advisors logo

LBMC Investment Advisors

605 Chestnut Street, Chattanooga, TN 37450
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  • Certified Financial Planner (CFP)

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.

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Simon Quick Advisors logo

Simon Quick Advisors

832 Georgia Avenue, Chattanooga, TN 37402
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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The Colquette Group logo

The Colquette Group

6918 Shallowford Road, Chattanooga, TN 37421
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  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

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Visionary Horizons Wealth Management logo

Visionary Horizons Wealth Management

651 East 4th Street Ste. 100, Chattanooga, TN 37403
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  • Estate Planning
  • Retirement Planning

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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