Best Financial Advisors in Memphis

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.

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.

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.

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.

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.

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.

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.

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.

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.

Headquartered in Memphis, Plummer Financial Services, LLC, has been providing clients with wealth management solutions for over 30 years. It serves a diverse clientele, including average workers, lawyers, doctors, small businesses, and corporations. The firm formulates investment, tax, and estate planning strategies and manages risks and educational funding. Its investment advisor representative, L.V. Plummer, Jr., started his financial services career in 2012. He was named as 2014's Best Financial Advisor by the Tri-State Defender. Additionally, Plummer is a Certified Financial Planner.

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.

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.

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.

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.

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'.

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.

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.