Areas served: Brentwood, TN and surrounding Williamson County
Brentwood, Tennessee hosts a diverse community of financial advisors serving one of the state's most affluent suburbs. The city's concentration of high-net-worth individuals and successful business owners has attracted both national wealth management firms and independent registered investment advisors. This directory provides detailed comparisons of local financial advisors based on fee structures, fiduciary status, credentials, service models, and areas of specialization including retirement planning, estate planning, and business succession.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Collier Wealth Management Inc. is the top-ranked financial advisor in the Brentwood area with a Lantern Score of 85.13/100 and a perfect 5-star rating across 165 reviews. They specialize in comprehensive wealth management for business owners, individuals planning retirement, and high-net-worth clients seeking comprehensive wealth coordination.
Wood Financial Group (Lantern Score: 83.34/100) and Both Hands Financial Group (Lantern Score: 82.45/100) both specialize in retirement planning. Wood Financial Group focuses on personalized retirement income planning for pre-retirees and retirees, while Both Hands Financial Group specializes in retirement planning and Medicare guidance for pre-retirees and those overwhelmed by Medicare decisions.
Several top-ranked firms serve business owners, including Collier Wealth Management Inc. (Lantern Score: 85.13/100), Adams Wealth Partners (Lantern Score: 81.92/100) with $1B+ in assets under management, and Cadence Wealth Advisors (Lantern Score: 81.80/100). Each offers specialized wealth strategies and comprehensive planning tailored to entrepreneurs and business owners.
Cadence Wealth Advisors (Lantern Score: 81.80/100) and Luken Wealth Management (Lantern Score: 79.65/100) are both independent advisory firms based in Brentwood specializing in high-net-worth clients. Luken Wealth Management specifically focuses on first-generation wealthy individuals and families with $500,000+ in investable assets.
Yes, Afton Advisors (Lantern Score: 75.80/100) is a fee-only, fiduciary financial advisor based in Brentwood with a 5-star rating, specializing in comprehensive financial planning with a tax-focused approach. They're particularly well-suited for retirees, pre-retirees, high-income earners, and business owners wanting transparent fee-only advice.
Southern Oak Wealth Group (Lantern Score: 73.97/100) and Burney Wealth Management (Lantern Score: 74.96/100) both specialize in business owners with complex financial situations. Burney Wealth Management has been serving clients since 1974 and specializes in equity compensation, while Southern Oak focuses on business succession planning for corporate executives and families.