Areas served: Chattanooga, TN and surrounding Hamilton County
Chattanooga's financial advisory landscape includes independent registered investment advisors, broker-dealer affiliated advisors, and hybrid practices serving clients across Hamilton County and the broader Scenic City region. The local market features advisors specializing in retirement planning for EPB and Volkswagen employees, wealth management for families benefiting from the region's growing tech sector, and succession planning for business owners in Chattanooga's manufacturing economy. This directory provides structured comparisons of local financial advisors based on fee structures, fiduciary standards, credentials, and areas of specialization.
BD Planning Partners, led by financial planner Collin Daniell, provides comprehensive financial planning services to the Chattanooga area. They offer personalized financial plans covering budgeting, cash flow analysis, retirement planning, investment management, insurance (life, disability, long-term care), education planning, and estate planning strategies. Their team focuses on building lasting legacies through objective planning and accountability across all aspects of clients' financial lives.
Allon Planning Partners is a comprehensive financial planning firm serving Chattanooga, Knoxville, and Atlanta with a holistic approach to wealth management. Rather than focusing solely on investments, they coordinate across income planning, tax strategy, healthcare costs, estate planning, and legacy protection to create integrated financial strategies. The firm works with business owners, retirees, and families to build customizable plans designed for long-term stability and tax efficiency.
Guardian Investment Advisors is a financial planning firm in Chattanooga and Knoxville with nearly 25 years of industry experience. Led by owner and CEO Garry Thurman, they provide comprehensive investment strategies, retirement planning, and life insurance guidance using a relational approach focused on understanding each client's unique priorities and goals. The team specializes in personalized financial strategies for individuals and families at any stage, from those just starting out to established professionals.
Poole Wealth Management is a comprehensive financial services firm in Chattanooga serving individuals and families with wealth management, financial planning, investment management, and retirement strategies. The team combines expertise in accounting, insurance, and legal consultation to provide integrated financial guidance tailored to each client's goals. They focus on building long-term relationships and helping clients navigate complex financial decisions with personalized, professional advice.
Cody Sims is a Private Wealth Advisor with Ameriprise Financial Services in Chattanooga, holding multiple advanced certifications including CRPC, AAMS, and AWMA. He specializes in comprehensive wealth management, investment planning, retirement strategy, estate planning, and risk management for high-net-worth individuals and small business owners. With extensive credentials in fiduciary practices and behavioral finance, Sims offers personalized financial guidance tailored to complex financial situations.
Benson Wealth Management Inc., led by Barrett Benson, is an SEC-registered investment advisor offering comprehensive wealth management services including investment strategy, financial planning, retirement planning, and estate planning. The firm combines rigorous research with innovative, forward-thinking approaches to identify growth opportunities and preserve wealth. They serve clients through a personalized process of discovery, strategic development, dynamic implementation, and continuous monitoring—challenging conventional wisdom to deliver customized financial solutions tailored to each client's unique goals and evolving needs.
Evergreen Advisors is an independent, fee-only wealth management firm serving Chattanooga families and individuals for over 30 years. Led by CFP® and CPA advisors, they provide comprehensive financial planning including retirement strategy, investment management, and life goal planning—all with fiduciary commitment to put clients' interests first. Their personalized approach combines decades of experience with transparent, ongoing guidance designed to help clients feel confident and prepared at every financial milestone.
Elevate Financial Planning & Wealth Management is an independent financial advisory firm in Chattanooga serving individuals and families with comprehensive wealth management, retirement planning, and investment management strategies. Founded on fiduciary principles, they prioritize client interests above all else and offer personalized planning to help clients achieve their long-term financial goals.
Franklin Wealth Management is an independent financial advisory firm serving the Chattanooga area with comprehensive wealth management services. They help clients with investment management, retirement planning, and personalized financial strategies tailored to individual goals and circumstances.
Queen Financial Services Corporation is a comprehensive financial advisory firm serving the Hixson area and surrounding regions. They provide personalized financial planning, investment management, and consulting services to help clients achieve their long-term financial goals. The firm is known for delivering tailored solutions and building lasting client relationships.
Guardian Investment and Accounting provides comprehensive accounting and financial services to individuals and businesses in Chattanooga. Offering tax preparation, bookkeeping, financial planning, and investment advisory services, they help clients optimize their finances and plan for long-term wealth building. The team combines accounting expertise with investment knowledge to deliver integrated financial solutions tailored to each client's goals.
Ascending Financial is a financial consulting firm based in Chattanooga that provides personalized financial advisory services to help clients build and manage their wealth. The team works with individuals to develop comprehensive financial strategies tailored to their specific goals and circumstances. They serve as a trusted resource for financial planning and investment guidance in the Chattanooga area.
Imagine Financial Security is an independent financial advisory firm based in Chattanooga, TN, helping clients build and protect their wealth through personalized financial planning and investment management. They serve individuals and families seeking comprehensive guidance on retirement planning, investment strategy, and long-term financial security.
Wealthbright Advisors is an independent financial advisory firm in Chattanooga specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and families. They provide personalized financial guidance tailored to each client's goals and circumstances, helping clients build and protect their wealth over time.
NorthShore Financial Strategies is an independent financial advisory firm in Chattanooga specializing in personalized wealth management and financial planning. The team works with individuals and families to develop comprehensive strategies covering retirement planning, investment management, and overall financial goals. They focus on building long-term relationships and providing tailored guidance to help clients make informed financial decisions.
George Financial is a financial advisory firm based in Chattanooga specializing in personalized financial planning and investment management for individuals and families. Led by experienced advisors, they provide comprehensive wealth management services including retirement planning, investment strategy, and financial goal planning tailored to each client's unique situation.
Edward Jones financial advisor Derrick C Anderson, CFP®|AAMS®, provides personalized financial planning and investment management services to individuals and families in the Hixson area. With CFP and AAMS certifications, Derrick helps clients build and protect wealth through comprehensive financial strategies tailored to their goals. Edward Jones combines one-on-one service with a focus on long-term financial success.
Rich DeWitt Wealth Management is an independent financial advisory firm in Chattanooga serving clients with personalized wealth planning, investment management, and retirement strategy. Founded on a commitment to fiduciary-standard advice, the firm helps individuals and families build and protect their financial futures through comprehensive planning and disciplined portfolio management.
Integra Wealth, LLC is a financial advisory firm in Chattanooga serving individuals and families with comprehensive wealth management, retirement planning, and investment strategy. Led by experienced advisors, the firm focuses on personalized financial planning tailored to each client's goals and values.
BD Planning Partners is a financial advisory firm in Chattanooga specializing in comprehensive financial planning and wealth management. The team works with individuals and families to develop personalized strategies covering retirement planning, investment management, tax efficiency, and estate planning. They focus on building long-term relationships with clients to help achieve their financial goals.
BrightView Capital is a financial advisory firm affiliated with Northwestern Mutual, offering comprehensive wealth management and financial planning services to individuals and families in the Chattanooga area. They specialize in investment management, retirement planning, and insurance solutions designed to help clients build and protect their financial futures. Their team provides personalized financial strategies tailored to each client's unique goals and circumstances.
Scenic City Wealth is a financial advisory firm in downtown Chattanooga specializing in personalized wealth management and financial planning. Founded by experienced consultants committed to helping clients build and preserve their assets, they offer comprehensive financial strategies tailored to individual goals and circumstances. Their team provides retirement planning, investment management, and holistic financial guidance to help clients achieve long-term financial security.
HHM Wealth Advisors is an independent financial advisory firm serving Chattanooga and the surrounding area. They provide comprehensive wealth management and financial planning services to help clients build and protect their financial futures. The firm focuses on personalized consultation and strategic guidance tailored to individual client goals.
George Wealth Management is a financial advisory firm based in Chattanooga that provides comprehensive wealth management and financial consulting services. The firm helps clients develop personalized financial strategies tailored to their goals and circumstances. They specialize in guiding individuals through investment decisions, retirement planning, and overall financial management.
Edward Jones financial advisor Stan Russell, CFP®|AAMS®, provides comprehensive financial planning and investment management services to individuals and families in the Chattanooga area. With professional certifications including Certified Financial Planner and Accredited Asset Management Specialist credentials, Russell delivers personalized guidance on retirement planning, investment strategy, and wealth management. Edward Jones is known for its local branch model, offering face-to-face relationships and ongoing support tailored to each client's financial goals.
Rooks Wealth Advisors, LLC is a financial advisory firm based in Chattanooga offering personalized wealth management and financial planning services. The firm works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances.
Mountaintop Wealth, LLC is an independent financial advisory firm based in Chattanooga specializing in personalized wealth management and financial planning. The team works with individuals and families to develop comprehensive strategies tailored to their long-term financial goals, retirement planning, and investment management.
Merrill Lynch Wealth Management in Chattanooga offers comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth management division, they combine institutional resources with personalized guidance to help clients build and preserve wealth across multiple asset classes and life stages.
Wells Fargo Advisors in Chattanooga offers comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of the larger Wells Fargo institution, they provide access to a broad range of financial products and services designed to help clients plan for their financial goals.
Charles Schwab is a full-service investment and financial services firm offering brokerage accounts, retirement planning, wealth management, and advisory services. Their Chattanooga branch provides personalized financial guidance and access to stocks, bonds, mutual funds, and ETFs for individual investors and traders.
Collin Daniell at BD Planning Partners is the top-ranked financial advisor in Chattanooga with a Lantern Score of 84.20/100 and a 5-star rating based on 72 reviews. They specialize in comprehensive financial planning for pre-retirees, retirees, business owners planning succession, and individuals with complex estates.
Both Collin Daniell at BD Planning Partners (Lantern Score: 84.20/100) and Allon Planning Partners (Lantern Score: 84.08/100) are highly rated for retirees and pre-retirees. Guardian Investment Advisors, LLC (Lantern Score: 83.24/100) is also excellent for families planning retirement with nearly 25 years of industry experience.
Multiple top-ranked firms serve business owners, including Allon Planning Partners (Lantern Score: 84.08/100) for tax-efficient strategies and succession planning, and Poole Wealth Management (Lantern Score: 82.62/100) which offers integrated accounting and wealth strategies for business owners. Cody Sims at Ameriprise (Lantern Score: 82.49/100) specializes in wealth planning for small business owners.
Allon Planning Partners (Lantern Score: 84.08/100) and Cody Sims at Ameriprise Financial Services (Lantern Score: 82.49/100) both specialize in serving high-net-worth individuals. Poole Wealth Management (Lantern Score: 82.62/100) and Benson Wealth Management Inc. (Lantern Score: 81.54/100) are also highly ranked options for affluent clients seeking comprehensive wealth management.
Yes, Evergreen Advisors (Lantern Score: 80.85/100) is an independent, fee-only wealth management firm that has served Chattanooga families and individuals for over 30 years. They are led by CFP® and CPA advisors and are particularly well-suited for high-income earners seeking fiduciary advice.
None of the 30 financial advisors in Chattanooga's local business directory are open on weekends, so you'll need to schedule appointments during regular business hours.