Areas served: Nashville, Brentwood, Franklin, Murfreesboro
Nashville's growing wealth and the affluent demographics of Brentwood and Franklin create strong demand for personalized financial planning and investment management services. Local financial advisors help clients build and preserve wealth through comprehensive strategies.
Collier Wealth Management is an independent, fiduciary financial advisory firm in Hendersonville, TN serving individuals, business owners, and retirees. They provide comprehensive wealth management including investment consulting and management, retirement planning, estate planning, tax minimization, asset protection, and charitable giving strategies. The team coordinates with a network of specialists to help clients create personalized financial plans aligned with their values and life goals.
Kibbel Financial Planning is an independent financial planning firm in Franklin serving modern professionals across multiple generations. They offer comprehensive financial planning services including investment management, retirement planning, tax planning, estate planning, education planning, and cash flow management. The firm emphasizes client-focused relationships built on loyalty and trust, with a philosophy centered on education, empowerment, and long-term vision.
Molitor Wealth Management is an independent financial advisory firm serving the Nashville and Middle Tennessee region from their Murfreesboro office. They provide comprehensive wealth management services including retirement planning, investment management, and personalized financial strategies for individuals and families. Their team focuses on building long-term relationships with clients and delivering tailored financial guidance.
Wood Financial Group is a financial advisory firm in Hendersonville, TN specializing in retirement planning and wealth management for individuals and families. Led by experienced advisors including Wes Wood, they offer tailored retirement planning solutions, tax-efficient strategies, and comprehensive financial guidance designed to help clients achieve financial independence and live confidently in retirement. The firm emphasizes personalized service, taking time to understand each client's lifestyle, goals, and dreams before creating a customized financial roadmap.
Momentum Wealth Solutions is an independent financial advisory firm in Murfreesboro serving clients across Tennessee with comprehensive wealth management, retirement planning, and investment strategies. The team specializes in helping individuals and business owners build and preserve wealth through personalized financial planning and fiduciary-based investment management. They combine fee-based advisory services with insurance solutions to create coordinated financial strategies tailored to each client's goals.
Both Hands Financial Group is a comprehensive financial advisory firm in Brentwood specializing in retirement planning, Medicare guidance, investment management, and estate planning for pre-retirees and retirees. Founded by advisors who prioritize fiduciary standards and personalized planning, they help clients coordinate investments, insurance, and income strategies to create confidence around retirement decisions. Their approach integrates Medicare optimization, long-term care planning, life insurance, and guaranteed income vehicles into a holistic financial strategy.
Alliant Capital Advisors is a financial advisory firm based in Brentwood serving the Nashville area and beyond. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. Their team of experienced advisors works with individuals and families to develop personalized strategies aligned with their long-term financial goals.
Red Barn Financial is an independent financial advisory firm serving the Murfreesboro area and surrounding communities. They provide comprehensive financial planning and investment management services to help clients build and protect their wealth. With a focus on personalized service and local expertise, Red Barn Financial works closely with each client to develop strategies aligned with their unique financial goals.
Adams Wealth Partners is a Nashville-based wealth management firm with over 125 years of combined experience and $1B+ in assets under management. Founded on their proprietary "Retire While You Work" philosophy, they offer comprehensive financial planning, investment management, retirement planning, and specialized services for musicians, entertainers, small business owners, entrepreneurs, and families navigating major life transitions. The team includes 5 CFP professionals, 3 CPAs, and specialists in divorce planning, college funding, and business succession.
Cadence Wealth Advisors is an independent financial advisory firm based in Brentwood specializing in comprehensive wealth management for high-net-worth individuals and families. Founded by experienced advisors, they provide personalized investment management, retirement planning, estate strategy, and tax-efficient wealth solutions. Their client-focused approach emphasizes long-term relationships and tailored strategies aligned with each client's unique financial goals.
Roy Matlock Jr. Advisory is an independent financial advisory firm led by Roy Matlock Jr., a veteran advisor with over 40 years of experience in personal finance, retirement planning, and wealth building. The firm offers comprehensive services including retirement planning, investment management, insurance and legacy planning, and customized wealth-building strategies tailored to individual and family needs. Roy is a nationally syndicated radio host and recognized financial expert who emphasizes personalized guidance, financial education, and a practical approach to helping clients achieve long-term financial security.
Beacon Capital Management is a full-service financial advisory firm in Franklin, TN, serving clients throughout the Nashville area and Middle Tennessee. Led by credentialed advisors including CFP® professionals, they specialize in comprehensive retirement planning, wealth management, tax strategy, healthcare cost analysis, and estate planning. They offer complimentary financial plan reviews that include retirement income analysis, fee reporting, portfolio stress testing, Social Security optimization, and legacy planning guidance.
Knelson Advisory Solutions specializes in retirement planning and comprehensive financial strategy for business owners and entrepreneurs. Founded by Danny Knelson with over 10 years of experience, KAS coordinates tax, investment, legal, and estate planning through their Virtual Family Office approach—eliminating fragmented advice and creating integrated strategies. They operate as fiduciary advisors focused on tax reduction, investment alignment, business exit planning, and legacy protection without product quotas or sales commissions.
Retirement Renegade is an independent financial advisory firm in Franklin specializing in retirement planning, investment management, and tax-efficient strategies for pre-retirees and retirees. Founded on the principle of challenging conventional financial wisdom, they provide comprehensive planning that goes beyond standard recommendations, helping clients optimize their retirement income, manage market risk, and make informed decisions about Social Security, pensions, and investment allocations.
Key Financial, Inc is an independent financial advisory firm based in Nashville serving clients throughout Middle Tennessee. They provide comprehensive financial planning and investment management services to help individuals and families build and preserve wealth. With a strong track record and client-focused approach, Key Financial specializes in personalized financial strategies tailored to each client's unique goals and circumstances.
William Bevins is a Certified Financial Planner (CFP) and fiduciary financial advisor in Franklin, TN who provides comprehensive wealth management, financial planning, retirement planning, and investment management services. Operating under a fee-only model with no account minimums, Bevins builds custom portfolios tailored to each client's goals and risk tolerance while managing assets in-house with conservative financial models. His practice serves young professionals, business owners, families nearing retirement, and anyone committed to improving their financial future, with the flexibility to work with clients nationwide via virtual meetings.
Luken Wealth Management is an independent financial advisory firm in Brentwood specializing in comprehensive wealth management for first-generation wealthy individuals and families. Founded by Greg Luken, they offer a full suite of services including financial planning, investment management, tax strategy, estate and legal planning, and risk management—all guided by their proprietary Wealth Roadmap process designed to replace financial uncertainty with clarity and focus. They work best with clients who have $500,000+ in investable assets and take a fiduciary approach to act in clients' best interests.
Keystone Financial Resources is a retirement-focused financial advisory firm in Brentwood with over 30 years of combined experience in investments and retirement planning. They specialize in comprehensive retirement planning through their proprietary Retirement Roadmap process, which covers income planning, investment planning, tax strategies, long-term care planning, and legacy planning. The firm is particularly known for their "Her Time to Retire" initiative, which provides specialized financial guidance for women navigating retirement planning.
Elevated Wealth Management is an independent financial advisory firm based in Franklin, TN, offering comprehensive wealth management, investment management, and financial planning services. The firm specializes in helping clients build and preserve wealth through personalized strategies tailored to individual goals and life circumstances. They serve clients throughout Middle Tennessee with a focus on providing professional guidance and ongoing portfolio management.
Lighthouse Wealth Group is an independent financial advisory firm based in Franklin, TN, specializing in comprehensive wealth management and financial planning for individuals and families. The team helps clients build and protect their wealth through personalized investment strategies, retirement planning, and tailored financial guidance. They focus on understanding each client's unique goals to create actionable plans that align with their long-term objectives.
Wealth Management Group provides comprehensive financial advisory services to clients in Nashville and surrounding areas. Specializing in personalized wealth management, investment strategies, and financial planning, they help clients build and preserve their assets through tailored solutions. Their experienced team works closely with individuals and families to develop strategies aligned with long-term financial goals.
Retirement Income Solutions is an independent, full-service financial firm in Murfreesboro specializing in retirement planning and income-focused investment strategies. Led by an experienced team, they provide comprehensive financial services including 401(k) and IRA management, tax planning, Social Security optimization, estate planning, and life insurance—all designed to help clients generate steady income throughout retirement and achieve financial peace of mind regardless of market conditions.
Rock Castle Wealth Advisors, led by Partner Chad Richards, provides comprehensive financial planning and investment management services to individuals and families in the Nashville area. Based in Hendersonville, the firm delivers personalized wealth strategies designed to help clients build and preserve their financial futures through thoughtful portfolio management and ongoing advisory relationships.
Dobyns McMillin Wealth Team is an independent, fiduciary-registered investment advisor serving individuals, families, and business owners in Franklin and surrounding areas. The team specializes in comprehensive wealth management including investment strategy, tax-efficient planning, business succession and exit planning, estate planning, and multigenerational wealth transfer. With 48 CFPs and 6 CPAs across 9 offices managing $6.5B in assets, they take a purpose-driven approach combining technical expertise with life coaching to help clients align their financial plans with their personal values and long-term goals.
Charles Schwab's Franklin branch is a full-service investment and brokerage firm offering financial consulting, wealth management, and self-directed investment accounts. Led by CFP-certified consultants including Branch Manager Jim Mclean and a team of experienced financial advisors, the branch serves clients at all wealth levels—whether they want hands-on guidance or independent account management. Schwab provides tailored investment strategies, retirement planning, account opening, and ongoing portfolio support with access to 24/7 customer support.
Allgood Financial is a Nashville-based wealth management and retirement planning firm led by Matthew Allgood, MBA, CFP®, CRPC®, and Certified Kingdom Advisor®. They provide comprehensive financial planning, investment management, asset preservation through disability and long-term care insurance, and biblically responsible investing strategies tailored to clients' unique goals. With expertise spanning retirement planning, wealth creation, tax-efficient strategies, and a commitment to fiduciary principles, Allgood Financial helps clients build financial security across all life stages.
Miller•Garner Wealth Management is an independent financial advisory firm serving Murfreesboro and the greater Nashville area. They provide comprehensive wealth management, investment management, retirement planning, and financial advisory services tailored to individuals and families. With a focus on personalized strategy and fiduciary principles, they help clients build and preserve wealth through thoughtful planning and ongoing portfolio management.
Echelon Wealth Strategies, LLC is a financial advisory firm based in Brentwood serving clients across Middle Tennessee with comprehensive wealth management and financial planning services. Led by Bud Heaton, the firm helps individuals and families develop personalized strategies for investment management, retirement planning, and long-term financial goals. They provide professional consultation to build and preserve wealth tailored to each client's unique situation.
Platinum Point Financial is a certified financial planning firm led by CFP® professionals Charlie Burguieres and David Holloway, offering comprehensive financial advisory services including investment planning, retirement planning, tax planning, and insurance solutions. Operating through LPL Enterprise as a Registered Investment Advisor, they take a holistic "birds-eye view" approach to help clients navigate complex financial decisions while adhering to fiduciary standards that prioritize client interests. They serve individuals across multiple states with personalized planning designed to help clients achieve their financial goals.
Mike Weed is a CFP®-certified financial advisor at Edward Jones in Brentwood, serving clients with wealth management, retirement planning, estate & legacy strategies, and specialized guidance for entrepreneurs and business owners. With certifications including Chartered Financial Consultant, Certified Private Wealth Advisor, and Certified Exit Planning Advisor, he offers comprehensive financial planning across retirement savings, employee stock options, and wealth accumulation strategies.
Everett Wealth Management is an independent financial advisory firm in Nashville specializing in comprehensive wealth planning for individuals and families. They offer investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. Based in Berry Hill, they provide fee-based advisory services with a focus on fiduciary responsibility and long-term financial success.
Afton Advisors is a fee-only, fiduciary financial advisor based in Brentwood serving the Nashville area. They specialize in comprehensive financial planning with a tax-focused approach, offering flat-fee transparent pricing with no minimum assets required. Their services include retirement planning, investment management, and personalized financial guidance designed to reduce stress and help clients make confident financial decisions.
Collin L Brace is an AAMS®-certified financial advisor at Edward Jones in Franklin, specializing in wealth management, retirement planning, and estate strategies for entrepreneurs, business owners, corporate executives, and healthcare professionals. With a focus on clients with $1 million or more to invest, Brace provides personalized financial guidance including business retirement plans, legacy planning, and comprehensive wealth strategies. His team offers in-person and web conferencing appointments to help clients navigate major financial decisions and build long-term financial security.
LPL Financial in Murfreesboro, operating as Boro Wealth, provides comprehensive financial advisory services including investment management, retirement planning, and insurance solutions. As an LPL Financial-affiliated firm, they combine personalized wealth management with access to a national platform's resources and research. They serve individuals and families looking to build and protect their financial futures with a local, relationship-focused approach.
Carlton Wealth is a financial advisory firm based in Franklin, Tennessee, offering personalized wealth management and financial planning services. The team specializes in helping clients build and preserve wealth through strategic investment management and comprehensive financial planning. They work with individuals and families to develop customized financial strategies aligned with their long-term goals.
Abound Wealth Management is a financial advisory firm in Franklin helping affluent clients simplify their portfolios, optimize their investments, and achieve financial freedom. They specialize in comprehensive financial planning that coordinates accounts, income, and goals into a unified strategy. Their team focuses on removing financial complexity and stress so clients can confidently enjoy an abundant lifestyle.
Burney Wealth Management is an independent, fee-only registered investment advisory firm serving Nashville and clients nationwide since 1974. They specialize in comprehensive wealth management combining financial planning, investment management, and tax planning—with an in-house CPA team for coordinated, tax-efficient strategies. They work primarily with business owners, individuals with equity compensation, and retirees/pre-retirees who benefit from complex, coordinated planning across multiple areas of their financial lives.
Teresa Clements is a CFP® and Accredited Wealth Management Advisor (AWMA®) with 25 years of experience in financial planning and investment management. She specializes in helping clients navigate life's major transitions—including retirement, divorce, loss of a loved one, and marriage—through comprehensive financial planning. Her expertise spans investments, retirement planning, estate planning, business succession, life insurance, annuities, and wealth preservation for high-net-worth individuals.
Southern Oak Wealth Group is an independent wealth advisory firm in Brentwood specializing in comprehensive financial planning for business owners, corporate executives, and families with complex wealth. Led by CFP® Patrick Poling and a team of specialized advisors, they provide integrated wealth management including portfolio design, business succession planning, family legacy planning, and coordination with your entire network of professional advisors. As fiduciaries on an independent platform, they prioritize transparent fee-based compensation and align all your financial strategies into one cohesive plan.
Schadel Financial Group is an independent financial advisory firm based in Brentwood, Tennessee, specializing in comprehensive wealth management and financial planning for individuals and families. Led by experienced advisors, they offer personalized investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals and circumstances.
CapWealth is an independent financial advisory firm serving Franklin and the greater Nashville area. They provide comprehensive wealth management, investment planning, and financial advisory services tailored to individuals and families. As a fiduciary advisor, CapWealth prioritizes client interests and offers personalized strategies for long-term financial success.
Advisory DNA, LLC is a financial advisory firm based in Franklin, Tennessee, specializing in comprehensive financial planning and investment management for individuals and families. Led by experienced advisors, the firm takes a personalized approach to help clients build and protect their wealth through strategic planning, portfolio management, and ongoing financial guidance. They serve the Nashville metropolitan area with a focus on delivering tailored solutions that align with each client's unique financial goals.
Senior Financial Advisors, Inc. is an independent financial advisory firm based in Murfreesboro serving clients throughout Middle Tennessee. They provide comprehensive wealth management and financial planning services designed to help clients build and preserve wealth throughout their lifetime. The team focuses on personalized strategies tailored to individual financial goals and life circumstances.
Pinnacle Financial Partners is a major financial services company headquartered in Nashville that provides comprehensive banking, investment, and financial advisory services to individuals and businesses. With multiple service lines including personal and business banking, investment management, retirement planning, and merchant services, Pinnacle serves clients across the Southeast with a focus on personalized wealth management and financial planning.
Fidelity Investments is a leading financial services firm offering comprehensive investment management, retirement planning, and wealth management solutions to individuals and businesses in Nashville. Their local investor center provides personalized guidance on brokerage accounts, IRAs, 401(k)s, and portfolio management. With access to Fidelity's extensive research, trading platforms, and advisory services, clients benefit from one of the nation's largest and most established investment firms.
Lee Colvin is a CFP®-certified financial advisor with Edward Jones in Murfreesboro, offering comprehensive financial planning and investment management services. With credentials including CEPA® (Certified Exit Planning Advisor) and AAMS® (Accredited Asset Management Specialist), Lee helps individuals and business owners build wealth, plan for retirement, and navigate major financial transitions. Edward Jones combines personalized one-on-one guidance with a focus on long-term financial security rather than short-term market timing.
Oasis Wealth Planning Advisors, LLC is a Nashville-based financial advisory firm specializing in comprehensive wealth planning and investment management. The team works with clients to develop personalized financial strategies covering retirement planning, investment management, and overall wealth optimization. They focus on understanding each client's unique goals and circumstances to provide tailored guidance for long-term financial success.
Edward Jones financial advisor Brian D Coleman, CFP®|ChFC®, provides personalized financial planning and investment management services to individuals and families in the Murfreesboro area. With certifications as a Certified Financial Planner and Chartered Financial Consultant, Coleman helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, education planning, or wealth management. Edward Jones is known for its one-on-one advisory approach and commitment to understanding each client's unique circumstances.
Tristate Financial Advisors is an independent financial advisory firm serving Nashville and the surrounding area. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. Their team works with individuals and families to develop personalized strategies aligned with their unique financial goals.