Best Financial Advisors in Franklin, Tennessee

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.

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.

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.

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.

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.

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.

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.

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.

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.