Areas served: Murfreesboro, TN and surrounding Rutherford County
Murfreesboro's financial advisory landscape serves a growing community of approximately 165,000 residents, including professionals from the healthcare, education, and logistics sectors that drive Rutherford County's economy. The city's mix of MTSU faculty, healthcare administrators, and small business owners creates demand for advisors with expertise ranging from retirement planning to business succession. This directory provides verified information on local financial advisors, including their credentials, fee structures, fiduciary status, and areas of specialization.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Edward Jones financial advisor Delon Bradley, CFP®|AAMS®, provides comprehensive financial planning and investment management services to individuals and families in Murfreesboro and the surrounding area. With professional certifications including CFP (Certified Financial Planner) and AAMS (Accredited Asset Management Specialist), Delon offers personalized guidance on retirement planning, investment strategies, college savings, and wealth management. As part of the Edward Jones network, this practice combines local, face-to-face advisory with the resources of a trusted national firm.
Edward Jones financial advisor Alan Brown, CFP®, ChFC®, and AAMS® certified, provides personalized financial planning and investment management services to individuals and families in the Murfreesboro area. With multiple professional certifications, Alan Brown helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. Edward Jones is known for its one-on-one advisory approach and commitment to understanding each client's unique financial situation.
Stones River Wealth Management is an independent financial advisory firm based in Woodbury, Tennessee, serving clients throughout Middle Tennessee with comprehensive wealth management and financial planning services. Led by experienced advisors, they focus on personalized investment strategies, retirement planning, and wealth preservation tailored to each client's unique goals and circumstances.
Baird Private Wealth Management is a financial advisory firm serving Murfreesboro and the greater Nashville area, offering comprehensive wealth management services tailored to high-net-worth individuals and families. Their team provides personalized investment management, retirement planning, and financial strategy to help clients build and preserve wealth across market cycles. As part of the Baird family of companies, they combine institutional expertise with local service and a commitment to fiduciary standards.
Edward Jones Financial Advisor Todd R Matherly, CFP® offers comprehensive financial planning and investment management services to individuals and families in the Murfreesboro area. With CFP certification, Todd provides personalized guidance on retirement planning, investment strategies, and wealth management tailored to each client's unique goals. As part of the Edward Jones network, he combines local expertise with the resources of a nationally recognized financial services firm.
Edward Jones financial advisor Jason Retzlaff, CFP®|CEPA®|ABFP®|CRPC™, provides personalized financial planning and investment management services to individuals and families in the Murfreesboro area. With multiple professional certifications including Certified Financial Planner and Accredited Business Financial Planner credentials, Retzlaff helps clients build comprehensive financial strategies tailored to their goals. Edward Jones combines local relationship-based service with institutional resources to support long-term wealth building and financial security.
Beverly O Davis is an LPL Financial advisor based in Murfreesboro, offering comprehensive financial planning and investment management services to individuals and families. With a focus on personalized wealth strategy, Beverly works to help clients build and protect their financial futures through tailored investment solutions and financial guidance.
Northwestern Mutual in Murfreesboro offers comprehensive financial planning and insurance solutions, including life insurance, disability insurance, and investment management services. Their team of financial advisors works with individuals and families to build personalized strategies for wealth protection, retirement planning, and long-term financial security.
Nathan Owen is a financial advisor with Thrivent, a member-owned financial services organization. Based in Murfreesboro, Nathan helps clients with investment management, retirement planning, and comprehensive financial strategies tailored to their goals and values.
Fortress Wealth Management is a financial advisory firm based in Murfreesboro serving clients throughout Middle Tennessee. They provide comprehensive wealth management and financial planning services to help clients build and protect their financial futures. Their team of consultants works with individuals and families to develop personalized strategies aligned with their specific goals and circumstances.
Collier Wealth Management Inc. is the top-ranked financial advisor in Murfreesboro with a Lantern Score of 85.13/100 and a 5-star rating from 165 reviews. They specialize in comprehensive wealth management for business owners, individuals planning retirement, and high-net-worth clients seeking comprehensive wealth coordination.
Several top-ranked advisors specialize in retirement planning, including Retirement Income Solutions (Lantern Score: 78.75/100), which focuses on income-focused investment strategies for pre-retirees and retirees, and Wood Financial Group (Lantern Score: 83.34/100), which specializes in personalized retirement income planning. Both firms are highly rated and serve the Murfreesboro area.
Molitor Wealth Management (Lantern Score: 83.38/100) and Momentum Wealth Solutions (Lantern Score: 82.77/100) are both top-ranked firms specifically serving business owners with comprehensive wealth management and succession planning. Both firms maintain 5-star ratings and provide personalized strategies tailored to business owner needs.
None of the 27 financial advisors in the Murfreesboro area currently offer weekend hours. All firms operate on standard weekday schedules, so you'll need to contact them during regular business hours to schedule consultations.
Adams Wealth Partners (Lantern Score: 81.92/100) is highly recommended for high-net-worth families, with over 125 years of combined experience and $1 billion in assets under management. They specialize in serving entrepreneurs, high-net-worth families, and individuals in major life transitions like inheritance or business sales.
Teresa Clements, CFP, AWMA (Lantern Score: 74.96/100) specializes in helping clients navigate major life transitions with 25 years of experience, and is particularly recommended for widows, widowers, and those facing significant life changes. Adams Wealth Partners (Lantern Score: 81.92/100) also specializes in major life transitions including divorce, business sales, and inheritance.