Best Financial
Advisors in

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Nashville, TN.

ReviewedCuratedTop Picks15510019

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

7Twelve Advisors

7Twelve Advisors provide financial advisors with a diversified index-based strategy that helps clients to enhance portfolio performance and reduce risk. The Nashville-are firm specializes in building a global, balanced, and passive portfolio by a team of distinguished business leaders and financial professionals. 7Twelve Advisors provide a blueprint for financial advisors looking to build a well-diversified investment strategy with a single investment.

Nashville, TN(615) 341-0712


Apple & Co.

Apple & Co. has been providing Nashville-area clients with sound investment advice for over 50 years. The reputable investment advising firm serves individuals, retirees, business owners, professionals, and others with exceptional wealth creation and management expertise. Apple & Co. focuses on creating custom plans designed to help clients achieve financial goals. Clients can rely on the professionals to help reduce tax burdens, manage retirement income streams, or professionally manage investments.

Nashville, TN(615) 256-3807


Aull Wealth Team

Aull Wealth Team focuses on building financial health for clients through comprehensive planning services. The Nashville-area firm enjoys a reputation in the industry for reliability and commitment to helping clients achieve financial lifestyle goals. Aull Wealth Team features experienced financial advisors with a passion for educating clients, providing excellent service, and customizing financial plans that yield tangible results.

Nashville, TN(615) 391-2912


Beacon Capital Management

Beacon Capital Management commits to providing clients with solid investment advice and outstanding service that yields tangible results. The full-service, Nashville-area wealth management and retirement planning firm maintains a team of knowledgeable financial professionals with many years of experience and expertise in the financial industry. Beacon Capital Management serves all types of investors including pre-retirees, retirees, small business owners, music industry executives, and many other professionals.

Franklin, TN(615) 224-9794


CapWealth Advisors

CapWealth Advisors commits to providing Nashville-area clients with outstanding service that yields tangible results. The financial advisory firm features a team of dedicated financial professionals with expertise in providing quality asset, lifestyle, and wealth management services. CapWealth specializes in using the latest technology to stay on the cutting-edge of the financial services industry. Clients can rely on the professionals to deliver comprehensive solutions instead of cookie-cutter answers.

Franklin, TN(615) 778-0740


Clearview Financial Group

Clearview Financial Group commits to providing the highest level of service that guides clients to financial security. The trusted Nashville-area firm welcomes individuals, families, professionals, and entrepreneurs looking for comprehensive planning solutions that yield tangible results. Clearview Financial Group features personal financial advisors with expertise in a range of areas including financial and retirement planning, wealth management, and charitable giving.

Hendersonville, TN(615) 826-2279


David Adams Wealth Group

David Adams Wealth Group commits to providing Nashville-area clients with a high level of service and expertise to meet individual financial lifestyle goals. The firm features a team of professional wealth advisors with expertise in creating individualized, long-term financial plans to help clients preserve wealth. David Adams Wealth Group welcomes corporate executives, families, individuals, and professional athletes seeking the benefit of holistic financial plans.

Nashville, TN(615) 435-3644


Dreher Advisory Services

Dreher Advisory Services focuses on providing individuals and small businesses with the highest level of service and financial advice available. The Nashville-area firm maintains a highly credentialed financial professional with a specialty in defining goals and establishing plans that yield tangible results. Clients can rely on the trusted fee-based, financial planning, and investment advisory firm to offer a full array of investment products and insurance services that align with client values and objectives.

Nashville, TN(615) 369-5141


Envision Wealth Planning

Envision Wealth Planning has been providing Nashville-area clients with top-notch professional advisory services for more than a decade. The respected firm specializes in a range of services to help clients achieve individual financial lifestyle goals including investment management, lifestyle income planning, and estate planning. Envision Wealth Planning features a team of dedicated professionals to synchronize traditional asset, retirement, estate, tax, and insurance planning with individual life goals.

Brentwood, TN(615) 242-3808


Eric Berner

Eric Berner provides clients with options to address unique circumstances and further individual financial objectives. The Nashville-area firm focuses on a range of services that embody financial expertise and compassion. The dedicated credentialed financial advisor specializes in managing unique financial challenges faced by women and helping clients regain financial independence following divorce or loss of a spouse.

Nashville, TN(615) 490-7052


Henderson Financial Group

Henderson Financial Group specializes in providing strategies to address client financial concerns and goals. The Nashville-area firm has been empowering clients with tools to make sound financial decisions for nearly 30 years. Henderson Financial Group features a team of dedicated professionals committed to serving affluent investors, distinguished public figures, professionals, endowments, and scholarship funds. The trusted financial advisory firm also provides services that assess investment performance and monitor changes in the tax structure.

Brentwood, TN(615) 386-9141


Lincoln Financial Advisors

Lincoln Financial Advisors has more than 100 years of experience helping people find solutions to financial challenges. The Nashville-area firm focuses on delivering sophisticated financial strategies and product solutions for the creation, preservation, protection, and enjoyment of wealth. Lincoln Financial Advisors employs a team of highly credentialed financial advisors that bring honesty, integrity, and responsibility to each client interaction.

Nashville, TN(615) 329-9975


LPL Financial

LPL Financial focuses on providing clients with the highest quality service and personal attention possible. The trustworthy wealth management professionals provide customers with concierge-level care, ensuring each client has the best possible experience. The Nashville-area firm specializes in taking a hands-on approach to planning services delivered by experienced Certified Financial Planners. LPL Financial serves limited clientele consisting of successful individuals, families, and business owners to ensure the highest level of satisfaction.

Nashville, TN(615) 292-0048


Oasis Wealth Planning Advisors

Oasis Wealth Planning Advisors provides holistic financial planning services to clients in the Nashville-area. The fee-only financial planning and investment management firm focuses on serving medical professionals, business owners, retirees, and executives with integrated, tailored services to help them achieve financial lifestyle goals. Oasis' owner, Steve Martin has over 20 years of experience in wealth planning, investment management, and tax consulting. The Oasis Wealth Planning Advisors team includes dedicated, highly credentialed financial professionals.

Nashville, TN(615) 881-3954


Sailer Financial

Sailer Financial has been serving families, executives, and entrepreneurs with top-notch advisory services for more than a decade. The Nashville-area firm employs a team of Certified Financial Planner professionals with a passion for helping clients to reach their full potential. Sailer Financial focuses on creating a clear financial path through holistic planning services. The firm offers an array of solutions with the clients’ best interest as top priority.

Brentwood, TN(615) 370-1253


Virtue Financial Advisors

Virtue Financial Advisors employ a simple and effective planning approach to providing financial clarity and peace of mind for every client. The Nashville-area, independent financial consultants specialize in helping clients understand all available options with individualized, comprehensive plans. Virtue Financial Advisors concentrate on providing services that put clients on the path to financial independence including financial, income, and retirement planning, as well as wealth management.

Nashville, TN(615) 304-0801


Von Haefen Financial Management

Von Haefen Financial Management has been helping individuals, families, and small business owners to reach financial goals for more than a decade. The trusted Nashville-area financial advisory firm features a dedicated Certified Financial Planner passionate about empowering clients with the necessary tools for sound decision-making. Von Haefen Financial Management focuses on providing holistic financial planning services in a concise, understandable manner.

Nashville, TN(615) 353-9646


Wealth Management Group of Tennessee

Wealth Management Group of Tennessee focuses on providing clients with the tools and strategies to pursue financial dreams with confidence. The Nashville-area firm maintains trusted financial advisors with a dedication to protecting clients' wealth proactively. Wealth Management Group of Tennessee has more than 90 years of collective industry experience helping generations of clients and their families pursue financial lifestyle goals.

Franklin, TN(615) 778-1790


Wellness Financial Advisors

Wellness Financial Advisors has been providing concierge-level financial planning services to clients for more than 30 years. The Nashville-area firm employs a team of highly credentialed professionals that specialize in working with medical professionals. Wellness Financial Advisors maintain the necessary knowledge and dedicated personnel to help make client financial goals a reality.

Brentwood, TN(615) 309-6307


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