Laurels

Best Financial Advisors in Chattanooga
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Chattanooga, TN

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Acumen Wealth Advisors

Acumen Wealth Advisors

  • 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.

250 Forest Avenue
Chattanooga, TN 37405

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Barnett & Company

Barnett & Company

  • 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.

1300 Broad Street
Chattanooga, TN 37402

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bridge Financial Planning

Bridge Financial Planning

  • 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.

633 Chestnut Street
Chattanooga, TN 37450

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cory Gaylord

Cory Gaylord

  • 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.

633 Chestnut Street
Chattanooga, TN 37450

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cox Wealth Management LLC

Cox Wealth Management LLC

  • 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.

6031 Shallowford Road
Chattanooga, TN 37421

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Davis Financial Advisors

Davis Financial Advisors

  • 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.

7374 Applegate Lane
Chattanooga, TN 37421

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Evergreen Advisors

Evergreen Advisors

  • 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.

1206 Pointe Centre Drive
Chattanooga, TN 37421

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Guardian Wealth Management, Inc.

Guardian Wealth Management, Inc.

  • 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.

6151 Shallowford Road
Chattanooga, TN 37421

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LBMC Investment Advisors

LBMC Investment Advisors

  • 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.

605 Chestnut Street
Chattanooga, TN 37450

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Simon Quick Advisors

Simon Quick Advisors

  • 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.

832 Georgia Avenue
Chattanooga, TN 37402

WebsiteInstagram

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Colquette Group

The Colquette Group

  • 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.

6918 Shallowford Road
Chattanooga, TN 37421

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Visionary Horizons Wealth Management

Visionary Horizons Wealth Management

  • Retirement Planning
  • Estate 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.

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

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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