Laurels

Best Financial
Advisors in
Memphis
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Memphis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 170 108 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

AnchorPoint Financial

AnchorPoint Financial offers financial advice in Memphis and is backed by a team of lifetime professionals. Services cover investment planning, wealth management, advanced planning, and life planning along with services in partnership with Capital Analysts and Lincoln Investment. Clients have access to CFPs, CLUs, ChFC, Accredited Investment Fiduciaries, members of The Pinnacle Study Group and the Million Dollar Round Table, and an Accredited Estate Planner per the National Association of Estate Planners and Councils as well as former president of Memphis Estate Planning Council. Individuals can also review the firm via FINRA's online Broker Check.

Memphis, TN 38157

Website

Cypress Wealth Management

Cypress Wealth Management is a fee-only financial advisory firm in Germantown. The team handles comprehensive and tax-aware financial planning including retirement and estate planning, insurance, college planning, and investment management services. The firm specializes in the unique needs of business owners and retirees. Interested parties can also take advantage of a two-hour financial planning session focused on whatever questions and needs they may have. Cypress offers their services under a flat fee model which they believe removes inherit conflicts of interest. The principal is an Accredited Investment Fiduciary and Certified Financial Planner, an active member of the Financial Planning Association, and the National Association of Personal Financial Advisors (NAPFA).

Germantown, TN 38138

Website

Dogwood Financial Planning

Dogwood Financial Planning offers financial advisory services in Memphis. Clients can receive help with investment advice and asset allocation, retirement plans, college education, funding, and planning for possible disability or death. The principal is a Certified Financial Planner™ professional, holds an MBA, and is a member of Garrett Planning Network as well as The National Association of Personal Financial Advisors. She sought to become a financial advisor after experiencing her mother's struggle after the early death of her father.

Memphis, TN 38125

Website

Duncan Williams Asset Management, LLC

Started in 2015, Duncan Williams Asset Management provides financial advisory solutions to individuals, companies, foundations, and nonprofit organizations within the greater Memphis area. It was ranked in the top 10 of Financial Advisor Magazine's List of the Fastest Growing RIA Firms. Duncan Williams Asset Management provides its clients with individualized strategies geared to help them meet their financial goals and offers an in-depth analysis of financial plans to better serve their diverse clients.

6263 Poplar Ave
Memphis, TN 38119

Website

Financial Resource Management

Financial Resource Management brings over 75 years of combined experience in financial advisory services to the Memphis area. The group is known for its concierge services and values-based goals for retirement, investments, estates, insurance, taxation, and money management, and the team includes a CFP who has been named a 5 Star Wealth Manager by Memphis Magazine six times, an MBA, and a CPA. The firm is also affiliated with Arete Wealth Management, a FINRA registered Broker-Dealer.

Memphis, TN 38120

Website

Fish and Associates

Fish and Associates brings over 25 years of financial planning experience to the Memphis area. Services of the woman-owned firm include individual planning for retirement, estates, income distribution, asset management, insurance, and charitable giving, special financial planning for women, and business services as well. The founder is a CFP, Chartered Life Underwriter, and a Chartered Retirement Planning Counselor and has also been named a top financial planner by the Consumers’ Research Council of America. All securities and investment advisory services are offered through a third-party, which is not affiliated with Fish and Associates and is a Member FINRA/SIPC.

LongView Planning Partners

LongView Planning Partners provides financial planning services in the Memphis, Tennessee, area for physicians and dentists. The company uses the Wealthcare Guide process to discover, plan, implement, and guide clients to long-term financial success. The team includes Certified Financial Planner™ Professionals as well as a CFA, and the business also employs registered representatives who offer securities, investment advisory, and financial planning services through MML Investors Services, LLC.

618 Oakleaf Office Lane
Memphis, TN 38117

Website

Pathway Financial Services, Inc.

Pathway Financial Services, Inc. is a Germantown financial advisory group with 45 years of history. Services cover personalized financial planning for current and long-term needs, asset management, business employee benefits, and retirement plans for small businesses as well. Pathway employs Certified Financial Planner professionals, members of the Financial Planning Association, holders of various security licenses including the Series 6, 7, 24, 51, 63, and 65, and a registered principal and investment advisory representative.

Germantown, TN 38138

Website

Pickler Wealth Advisors

Pickler Wealth Advisors is a Collierville financial advisory firm backed by decades of combined experience in the field. Services include portfolio management, strategic asset allocation, tax planning, insurance needs analysis, income strategies, family wealth and estate planning, estate management, and retirement planning. The firm's President and CEO is a lawyer who is also a CFP, ChFC, and CDFA and has been named a Five Star Wealth Manager three times as well as to the Financial Times 400 Top Advisors List. Potential clients can also check the firm's background via FINRA's BrokerCheck.

Collierville, TN 38017

Website

Roop Financial Services, Inc.

Roop Financial Services, Inc. offers financial advisory services to residents of Germantown. Clients hire the firm for investment advisory consulting, personal wealth management, retirement planning, financial risk assessment, estate planning, insurance services, consulting for qualified plans, endowments, and foundations, and employee benefit planning as well. The team includes Chartered Life Underwriters, a Registered Health Underwriter, a Chartered Financial Consultant and CFP, and an MBA, and securities and advisory services are available through Woodbury Financial Services, Inc.

Germantown, TN 38138

Website

Shoemaker Financial

Shoemaker Financial has been a Germantown financial advisory firm for almost 40 years. Services include financial planning, college funding, estate planning, individual life insurance, retirement funding, investment and risk management, and business services. The group offers all securities and investment advisory services through its affiliation with Securian Financial Services, Inc.The founder is a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant, and a Certified Fund Specialist as well as a Registered Representative of Securian Financial Services and member of the National Association of Family Wealth Counselors.

Germantown, TN 38139

Website

Summit Asset Management

Summit Asset Management has been a Memphis financial advisory firm for over 25 years. The team includes a CLU, a ChFC, and CFPs who can advise on tax issues, retirement, insurance, education, estates and trusts, charitable giving, family partnerships, and business succession. Investment management services are also available such as portfolio evaluation, asset allocation, tax consequences, and customized investment strategies. Summit's chairman is a member of the Memphis Estate Planning Council, The Economic Club of Memphis, and the Society of Financial Service Professionals.

Memphis, TN 38117

Website

Wealth Strategies Group

Wealth Strategies Group brings decades of combined experience in financial planning to Cordova. Services cover investment management, retirement planning, insurance and risk management, education planning, estate planning, trust services, corporate retirement plans, and business plans as well. The founder is a CFP, a Chartered Financial Consultant, an Enrolled Agent with the IRS, and Accredited Tax Advisor and was featured as one of BusinessWeek's Top 50 Most Experienced Independent Financial Advisors. Interested parties may check the firm's background on FINRA’s BrokerCheck, and the group is a member of the Financial Planning Association as well.

William Howard & Co. Financial Advisors, Inc.

William Howard & Co. Financial Advisors, Inc. has been offering financial advice in Memphis since 1984. Customized plans are available for insurance, investment, income tax, education, retirement, and estates, and investment advisory services for long-term, diversified asset allocation strategies are also available. William B. Howard, Jr. is a Charted Financial Consultant and Certified Financial Planner as well as founding board member, past president, and chairperson of the Financial Planning Association of Greater Memphis. Mr. Howard has been named a Five Star Wealth Manager five times and has also been named “Best Financial Adviser for Doctors” by Medical Economics eleven times.

Memphis, TN 38119

Website

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