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Best Financial Advisors in Memphis

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Memphis, TN

Why choose this provider?

Need help contacting a Financial Advisor in Memphis? 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
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
6410 Poplar Avenue, Memphis, TN 38119
  • Private Wealth Advisor

Why choose this provider?

Kimery Wealth Management is a privately owned investment advisory company that offers consulting services for individuals, families, and nonprofit organizations in Memphis. It provides wealth stewardship services, assistance in research and analysis, market insights, family wealth solutions, and global investment strategies tailored to clients' goals and needs. The company's founding member, Kevin Kimery, has more than 22 years of experience in the financial industry. Kevin received honors from Barron’s and The American Registry, Wealth & Finance International.

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.
4.4
Facebook
5.0 / 5 (6)
Google
1.0 / 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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
9061 Stone Walk Place, Germantown, TN 38138
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Roop Financial Services is an independent firm that caters to clients in Memphis and the surrounding areas. It helps individuals pursue their current and long-term goals by offering various financial planning services, including retirement, insurance, investment, estate, and tax planning. It also offers employee benefits strategies to help business owners with their company objectives. Its president, Walter W. Roop, has been in the industry for more than 30 years. He is a designated Chartered Life Underwriter and the Registered Health Underwriter.

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2171 Judicial Drive, Germantown, TN 38138
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Cypress Wealth Management is an independent financial advisory firm serving Memphis. Its services include planning cash flows, college funds, taxes, retirement income, and insurance coverages. Additionally, its financial advisors help with investment management. It also works with professionals like certified public accountants, insurance specialists, and tax attorneys to ensure that no detail of the financial plan is overlooked. The company's founder and president, John Anderson, is a Certified Financial Planner and an Accredited Investment Fiduciary.

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 (3)

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

Website
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
  • Certified Financial Planner (CFP)

Why choose this provider?

Silverleafe Capital Partners, LLC, provides a broad range of financial advisory services to help clients throughout Memphis and the surrounding areas attain their financial security goals. The firm was founded in 2004 and Its financial advisors assist in planning and preparing for short-term or long-term financial goals. Service offerings include investment management, comprehensive financial planning, and benefit plan consulting. Family office services are also available to help high-net-worth families have greater control, visibility, input, and validation over their wealth.

License Verified:

License: 133174

Investment Adviser Public Disclosure Database, SEC

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.
4.7

Website
530 Oak Court Drive, Memphis, TN 38117
  • Certified Financial Planner (CFP)

Why choose this provider?

Hal Otey Financial is a team of financial advisors serving the Memphis metro and the local areas. It offers management services for investments, as well as planning services for financial, retirement, tax, and estate. The firm makes sure clients are educated on their investments or money by providing accountability, coaching, and advocacy. Founder and owner Hal Otey has been a Certified Financial Planner since 1987. He has taught thousands of Americans about retirement and is currently a member of the Financial Planning Association.

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 (2)

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

Website
756 Ridge Lake Boulevard, Memphis, TN 38120
  • Retirement Planning

Why choose this provider?

Red Door Wealth Management is a comprehensive financial advisory firm serving families, individuals, and private businesses in Memphis and its neighboring communities. It offers financial planning services, including personal advising, cash flow management, income generation, and insurance analysis. The firm helps with retirement planning and handles 401(K), SEP, and Roth IRA plans. Additionally, it provides family office outsourcing and business services. Red Door Wealth Management was established in 2010 by collaborating with Cannon Wright Blount, an accounting firm located in the metro.

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 (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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
700 Colonial Road, Memphis, TN 38117
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Telarray is a financial advisory firm that provides fiduciary financial planning services to clients in Memphis. The firm utilizes the Observatory, its proprietary planning tool, to create strategies befitting the client’s financial goals. It evaluates the client’s details and decisions to look into their financial future. Likewise, the firm offers retirement and estate planning services. It also provides investment strategies for clients, including diversification and risk and tax management services. Telarray boasts over $1 billion of assets under management.

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

Website
2176 West Street, Germantown, TN 38138
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Shoemaker Financial is a financial advisory firm that serves clients in Memphis and the neighboring areas for more than 40 years. Services include financial planning, college funding, estate planning, individual life insurance, and retirement funding. Business services and risk management are also available. Affiliated with Securian Financial Services, Inc., the firm also provides insurance solutions for both individuals and businesses. Business insurance includes Group Benefits and Commercial P&C. Personal insurance includes Medicare supplements and Home and Auto Insurance.

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

Website
618 Oakleaf Office Lane Suite 300, Memphis, TN 38117
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

LongView Planning Partners offers financial advisory services to medical professionals in Memphis and nearby locations, such as physicians and dentists. It assesses clients' current financial situations, lifestyles, and goals to develop tailored financial plans. The team guides in implementing the processes to attain financial security and independence. Additionally, LongView Planning Partners offers insurance products to various states. Marcus Esposito, one of the managing partners, is a Certified Financial Planner and Chartered Financial Consultant.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1715 Aaron Brenner Drive Suite 301, Memphis, TN 38120
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Legacy Wealth Management is a financial advisory firm that serves Memphis. Its team comprises CFPs who act as portfolio managers, financial planners, and an investment committee to help clients achieve their goals. It provides a comprehensive plan, covering a range of areas from retirement and income planning to tax strategies. In addition to wealth management, they advise clients on topics like estate planning, charitable planning, stock option planning and Trust services. The firm also helps FedEx pilots regarding contracts and benefits.

License Verified:

License: 108619

Investment Adviser Public Disclosure Database, SEC

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6410 Poplar Avenue, Memphis, TN 38119
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

William Howard & Co. Financial Advisors, Inc., has been offering financial advice to clients in Memphis since 1984. Customized plans are available for insurance, investment, income tax, education, retirement, and estates. Investment advisory services for long-term diversified asset allocation strategies are also available. William B. Howard, Jr., the company president, is a Charted Financial Consultant and a Certified Financial Planner. He is also a founding board member of the Financial Planning Association of Greater Memphis. Howard has been in the industry for 38 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 (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

Website
5855 Ridge Bend Road, Memphis, TN 38120
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Benchmark Wealth Management is a financial advisory firm that caters to clients in Memphis. Its financial planning solutions include retirement and estate planning, education savings, cash-flow planning, and debt payoff strategies. The firm also provides guidance on insurance policies, and it has SmartVestor Pro advisors to help clients with investment planning. Its founder and CEO, Nancy Knous, has been in the financial services industry since 1985. She is a Certified Financial Planner and a Certified Fund Specialist.

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 (7)
Google
5.0 / 5 (3)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
633 Oakleaf Office Lane, Memphis, TN 38117
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Fish Associates is a financial planning firm offering its services to individuals from the Memphis metro and the surrounding areas. Its consultants analyze its clients' social security benefits and long-term health care plans as part of its financial planning. In addition, it assists with transition planning, investment planning, and retirement planning and coaching. The company also has programs dedicated to women investors, young professionals, and the LGBT community. Fish Associates has more than 25 years of experience in the 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 (3)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
949 South Shady Grove Rd., Suite 300, Memphis, TN 38120

Why choose this provider?

Strategic Financial Partners is a firm assisting individuals, families, business owners in Memphis. It helps clients prepare for unexpected and ever-changing life circumstances through financial planning. Wealth strategies include advice on investments and risk management and yearly review and update of plans if requested. The firm also manages employee benefits for businesses. Its president, Russ VanderSteeg, is a Chartered Life Underwriter (CLU) who has been recognized by the Memphis Business Journal in its 'Top 40 Under 40'.

License Verified:

License: 6300686

Investment Adviser Public Disclosure Database, SEC

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

Website
795 Ridge Lake Blvd. Suite 100, Memphis, TN 38120
  • Certified Financial Planner (CFP)

Why choose this provider?

Memphis Planning Wealth assists local residents and businesses by crafting financial strategies. Its staff offers wealth management and financial planning services through fact-finding, tax opportunities, and the management of risks and investments. Through its representation of known providers, it also handles insurance strategies for long-term care and disability terms, as well as whole and guaranteed UL policies with fixed, variable, and indexed annuities. In addition, it maintains software that oversees the aggregation of financial information, total plan ownership, and remote collaboration for clients.

License Verified:

License: 4978675

Investment Adviser Public Disclosure Database, SEC

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 (9)
Google
5.0 / 5 (2)

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

Website
8295 Tournament Drive, Memphis, TN 38125
  • Certified Financial Planner (CFP)

Why choose this provider?

Memphis-based Dogwood Financial Planning has been serving the metro for more than a decade. The firm provides consultancy services, including advising on investments, retirement, and asset allocation. Its financial planning services cover tax planning, debt and cash flow management, and insurance planning. Dogwood Financial Planning extends its services to Arkansas and Mississippi. It is a member of the National Association of Personal Financial Advisors. Founder Celia Brugge is a Certified Financial Planner and a member of the Garrett Planning Network.

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

Frequently Asked Questions

  • 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 is a bank's financial plan offering different from those coming from an independent financial advisory firm in Memphis?

    Generally, a bank's financial plan proposal is part of its sales program that offers clients its own proprietary product. It may or may not fit the client's financial goals and may even be detrimental to their financial situation. An independent financial advisory firm in Memphis, on the other hand, is legally obliged to follow a fiduciary and suitability standard. These firms are required to recommend investments appropriate for the client's risk tolerance and goals or reasonably uphold the client's best interests.

  • Why is turnkey property investing better than a DIY investment in Memphis?

    If you do not have the time to invest in real estate by yourself, turnkey property investing is for you. This is also ideal if you do not live near the property or wish for a simpler process of investing. While investing on your own in Memphis can have benefits, it might not be suitable if you do not know what to do or simply do not have time to spare.

  • How can you avoid being a victim of investment scams in Memphis?

    Always look up the financial advisory firm or professional on the FINRA website. Information on licenses and complaints against these service providers in Memphis can be found on the website. Before giving your money, try to understand what is it you are investing by checking it on the Securities and Exchange Commission's EDGAR database. Be wary of providers who claim to be retirement consultants or possess senior certification. For more details on investment, call the Registration Section of the Tennessee Securities Division at (615) 741-3187.

  • How do financial advisors in Memphis charge their clients?

    Some financial advisors in Memphis offer flat-rate fees. Others obtain a percentage of the total amount managed or get commissions on the products they sell to clients. Always ask financial advisors about their fee structure before hiring them so that you can decide which payment option is suitable for you.

  • What should you bear in mind when investing in Memphis?

    Always consider what are your goals in investing. Do you wish to receive payoffs quickly? Or do you wish to save some for retirement? Your plan of action in Memphis ultimately depends on your goals. Also, consider your risk appetite and ability to afford. Finally, an overall financial plan, not just for investing, should be put together to enable you to achieve your financial goals.

  • 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.