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Best Financial Advisors in Chattanooga

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Chattanooga, TN
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
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Price: Free Consultation

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Expertise.com Concierge Service

Chattanooga, TN

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Acumen Wealth Advisors logo
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Acumen Wealth Advisors

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Barnett & Company logo

Barnett & Company

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bridge Financial Planning logo
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Bridge Financial Planning

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cory Gaylord logo

Cory Gaylord

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cox Wealth Management LLC logo
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Cox Wealth Management LLC

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Davis Financial Advisors logo

Davis Financial Advisors

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Evergreen Advisors logo
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Evergreen Advisors

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Guardian Wealth Management, Inc. logo
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Guardian Wealth Management, Inc.

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LBMC Investment Advisors logo

LBMC Investment Advisors

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Simon Quick Advisors logo
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Simon Quick Advisors

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Colquette Group logo
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The Colquette Group

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visionary Horizons Wealth Management logo
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Visionary Horizons Wealth Management

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

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • 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 money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.