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Best Financial Advisors in Murfreesboro

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Murfreesboro, 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
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Price: Free Consultation

Murfreesboro, TN

Why choose this provider?

Need help contacting a Financial Advisor in Murfreesboro? 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
436 Main Street, Franklin, TN 37064
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

William Bevins is a Cypress Capital fiduciary financial advisor who serves the residents of Murfreesboro and the surrounding areas. His financial planning services include risk management, tax planning, insurance planning, education planning, and retirement planning. He also provides personalized wealth management services through diversified investments in stocks and bonds. William Bevins has been working in the financial services industry for more than two decades. He is a Certified Financial Planner and Certified Trust and Fiduciary Advisor.

License Verified:

License: 2638266

Investment Adviser Public Disclosure Database, SEC

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
215D Castlewood Dr., Murfreesboro, TN 37129
  • Certified Financial Planner (CFP)

Why choose this provider?

Miller Garner Financial Group serves clients in Murfreesboro. It helps them with wealth planning, which includes tax and retirement planning. The company also partners with individuals in creating insurance plans and educates them on different life insurance policies. Its other area of expertise is investment management, and it has experience with different types of assets, including annuities and stocks. Craig Miller, one of the company's wealth advisors, has over 20 years of experience in finance. He serves the non-profit organization Doors of Hope as a board of directors member.

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
805 S. Church Street Suite 9, Murfreesboro, TN 37130
  • Estate Planning

Why choose this provider?

Located in Murfreesboro, RAI Advisors is an independent organization that offers financial guidance on a variety of life situations. Its agents help individuals learn strategies for accumulating wealth, saving for college, or protecting businesses and families. They assist Nissan employees in planning for their retirement or transitioning into retirement. Steve Ruckart is a Chartered Life Underwriter who formed the company in 1982. He is a former National Association of Insurance and Financial Advisors regional vice president.

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 (26)
Facebook
5.0 / 5 (9)

Website
805 South Church Street Suite 12, Murfreesboro, TN 37130
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

Scott Flowers, CFP, is a Murfreesboro-based financial advisor affiliated with LPL Financial. He and his staff consult with clients to determine their financial goals and circumstances before developing and implementing custom financial programs with assets like annuities, mutual funds, and traditional, Roth 401(k), and SEP IRAs. They also help clients integrate insurance products like long-term care insurance into their financial plans. Scott has over 15 years of industry experience. He is a National Association of Insurance and Financial Advisors of Tennessee State board member.

Website
1833 Ward Dr. Suite 105, Murfreesboro, TN 37129
  • Investment Advisor
  • Financial Planning

Why choose this provider?

Paul Winkler, Inc., offers clients in the Murfreesboro metro financial advice and guidance. The firm helps clients manage their money and make financial decisions based on their targets and life goals. It provides investor coaching which aims to educate clients on the ins and outs of investing and offers financial strategies that include goal setting, distribution, and risk assessments. The firm's advisors also help clients with their investments using a data-driven approach. Paul Winkler comprises advisors with over 15 years of experience.

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
630 S. Church Street, Suite 100, Murfreesboro, TN 37130
  • Tax Planning
  • Finance Planning

Why choose this provider?

LPL Financial is a firm that serves individuals and families in and around Murfreesboro. It aims to help clients fulfill their long-term financial goals with a broad range of financial planning solutions that include retirement planning, money management, profit-sharing plans, tax planning and preparation, and college plans. It also assists clients in securing insurance policies that provide financial protection in case of accidents or sudden deaths. Principal Jeffrey O. Brown is a Certified Financial Planner who has been in the financial industry since 1985.

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.
4.2
Google
4.2 / 5 (10)

Website
2615 Medical Center Parkway Suite 1560, Murfreesboro, TN 37129
  • Retirement Planning

Why choose this provider?

On Track Financial is a full-service financial planning company located in Murfreesboro. The firm provides investment, financial planning, and retirement planning services and offers insurance plans. It assists small and medium-sized enterprises with their 401(k) programs. It works with individuals in making financial plans for short-term and long-term events. In addition, the firm holds consultations for other finance essentials, such as budgeting. On Track Financial is led by Certified Financial Planner Kelcie Daniels, who has eight years of experience working as an independent financial advisor.

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

Website
215A Castlewood Drive, Murfreesboro, TN 37129
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Hull Wealth Management is an independent advisory firm operating in Murfreesboro. It assists pre- and post-retirees, business owners, individuals, and families in building a financial plan regardless of their backgrounds and stages of life. Its team of professionals provides a wide range of financial solutions for retirement planning, investment management, estate planning, insurance, and business planning. The firm's founding principal, Mike J. Hull, is a Certified Financial Planner who advocates for small businesses using his more than 30 years of industry experience.

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
1639 Medical Center Parkway Suite 104, Murfreesboro, TN 37129
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

Landon Carlisle is a financial advisor who caters to clients in the Murfreesboro area. He works on cash flow, education, legacy, and special needs planning and offers investment banking, retirement solutions, and business valuation and transition. He graduated with a degree in Finance, focusing on Financial Institution Management. Carlisle also earned an Accredited Asset Management designation and is a Certified Financial Planner and Chartered Wealth Advisor. He has been with Baird since 1998, where he currently serves as a senior vice president.

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.

  • If there are any changes in your life, should your financial plans in Murfreesboro change, too?

    Yes, as you reach important milestones in your life, you should adjust your plans as well. You and your advisors should work together to assess your assets, liabilities, risk tolerance, income, tax situations, and time horizon. Through this, you can create financial plans tailored to your short-term and long-term goals.

  • Can you acquire private and Medicare insurance in Murfreesboro at the same time?

    Yes. You can have private and Medicare insurance in Murfreesboro at the same time. Private insurance cover expenses that Medicare may not pay for, including additional services, co-payments, and deductibles. While in Medicare, individuals who are under 65 years can use Medicare insurance for qualifying disabilities or specific medical conditions.

  • How does key-man life insurance work in Murfreesboro?

    Key-man life insurance is a policy purchased by a business to cover the life of a key employee or executive in Murfreesboro. The company will receive a death benefit payout if the key person, who is the employee or executive, passes away. This insurance aims to protect the business from any financial losses due to the transition period.

  • Should you change your 529 plan in Murfreesboro if you are moving to another state?

    No. You should not change your 529 plan in Murfreesboro if you are moving to another state. You can leave the account open and keep making contributions. You can also switch to a different 529 plan and roll over your assets from the original plan. Your beneficiaries can be the same, but check for potential restrictions.

  • Why is it necessary to review your asset allocation and investments in Murfreesboro?

    It is necessary to review your asset allocation and investment in Murfreesboro to help you determine the current status of your finances. It enables you to determine if you have the right balance of fixed income and equities. You can do this with the help of your financial advisor, who will evaluate your allocations for an emergency fund.

  • 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.