Fiduciary advisors in Tennessee

Alamo, Tennessee

East Financial, based in Alamo, Tennessee, has provided insurance and investment services since 2012. The firm offers insurance analysis and investment management, with particular expertise in insurance planning across life, health, auto, home, and business coverage, as well as retirement and estate planning guidance. The team includes agents with property and casualty licenses, securities registrations, and financial certifications, serving families and business clients in the local region.

Brentwood, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Brentwood, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Brentwood, Tennessee

Cadence Wealth Advisors, based in Brentwood, Tennessee, offers financial planning and investment management services to clients seeking to build, protect, or preserve wealth. The firm employs a goals-based planning approach with an emphasis on ongoing client relationships, addressing retirement planning, multigenerational wealth strategy, insurance evaluation, and estate planning guidance. Founded in 2017, the firm structures its work around a team model and maintains transparent fee and reporting practices.

Brentwood, Tennessee

Wealth Enhancement Group is an investment advisory firm in Brentwood, Tennessee. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Brentwood, Tennessee

Wealth Enhancement Group - Nicole Webb is an investment advisory firm in Brentwood, Tennessee. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Brentwood, Tennessee

Schadel Financial Group, based in Brentwood, Tennessee, serves individuals, families, and business owners in Nashville, Charlotte, and surrounding areas. Led by President David Schadel, CFP®, CRPC®, the firm offers estate planning, retirement planning, tax planning, investment management, and insurance analysis, with particular expertise in wealth management and small-business financial strategy. The firm emphasizes a multi-phase planning process that addresses clients' specific goals, risk tolerance, and personal circumstances rather than focusing solely on investment management.

Bristol, Tennessee

Warrior Wealth Management is an investment advisory firm in Bristol, Tennessee, offering investment management and wealth management services. The firm primarily serves first responders, veterans, entrepreneurs, business owners, and families, providing financial planning guidance across retirement, education savings, business succession, and benefit optimization. Walter Brown holds Series 26, 6, 63, 65, 7, and 7TO licenses and is registered as an Investment Advisor Representative in Tennessee.

Chattanooga, Tennessee

Capital Square is a fee-only registered investment adviser founded in 2017 with offices across the Southeast, including Chattanooga, Tennessee. The firm provides retirement planning, portfolio management, education planning, estate and trust planning, 401(k) solutions, and annuity analysis, with a stated approach emphasizing disciplined portfolio construction, periodic reallocation, and customization to individual client circumstances. The advisory team includes multiple CFP® professionals and portfolio managers, with founding partners Notley Sidney Maddox (Chief Compliance Officer) and Stacy Womble Eaton leading the firm.

Chattanooga, Tennessee

Rich DeWitt Wealth Management, based in Chattanooga, Tennessee, offers estate planning, retirement planning, and savings strategy services. The firm provides a range of investment products including equities, fixed-income securities, annuities, and education savings plans (529s), along with insurance products such as life and disability coverage. With over a decade of experience, the firm operates under a fiduciary standard and emphasizes client education and personalized financial planning tailored to individual circumstances and goals.

Chattanooga, Tennessee

Bank-Affiliated

FirstBank Investment Partners is a bank-affiliated firm in Chattanooga, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chattanooga, Tennessee

Paradigm Wealth Partners operates in Knoxville with an expansion location planned for Chattanooga, serving pre-retirees, career professionals, and business owners. The firm provides financial planning, investment management, retirement planning, and wealth management services through a team of financial advisors. Named advisors include Jonathan Bednar and Tim Fuller, who meet with clients regularly to monitor progress and adjust strategies as market conditions change.

Chattanooga, Tennessee

AegleWealth, founded in 2020 and based in Chattanooga, Tennessee, provides wealth advisory services to affluent families and individuals. The firm's founder, Stefanie, brings over a decade of experience from Bank of America/US Trust in areas including trust and estate planning, investment management across taxable and tax-deferred accounts, and charitable giving strategies. The firm's approach integrates financial planning with behavioral principles, helping clients develop strategies aligned with their life stage, business goals, and legacy objectives. AegleWealth addresses planning questions across wealth building, estate matters, and portfolio guidance for clients with complex financial situations.

Chattanooga, Tennessee

Precision Asset Management is an investment management firm based in Chattanooga, Tennessee that works with individual clients on financial planning across various life stages. The firm offers guidance on goal-setting, retirement planning, debt management, investment review, insurance protection, and estate planning matters including charitable giving and special needs considerations.

Chattanooga, Tennessee

Guardian Investment Advisors is an independent financial advisory firm based in Chattanooga, Tennessee, offering estate planning, financial planning, insurance analysis, and investment management services with a focus on estate planning. The firm emphasizes a relationship-driven approach that prioritizes understanding clients' values and circumstances before developing personalized retirement and investment strategies. Led by principal Garry Thurman and supported by a team that includes senior portfolio management and client relations specialists, the firm serves individuals and families across various life stages and portfolio sizes. Services include long-term care strategy evaluation, life insurance and annuity products, tax planning, IRA rollover guidance, and legacy planning.

Chattanooga, Tennessee

Barnett & Company, founded in 1983 and based in Chattanooga, Tennessee, provides financial planning, investment management, estate planning, and retirement planning services. The firm's portfolio manager and founder is Warren Barnett, and it holds the CLU credential. The firm takes an ongoing consultation approach to investment management, meeting regularly with clients to align strategies with changing financial goals and circumstances.

Chattanooga, Tennessee

George Wealth Management is an investment advisory firm in Chattanooga, Tennessee. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Chattanooga, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chattanooga, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Chattanooga, Tennessee

Elevate Financial Planning & Wealth Management is a Chattanooga-based firm offering investment management and wealth management services. The firm uses a three-step approach—assessing household goals and financial circumstances, designing strategies to accomplish those goals, and implementing customized plans—and emphasizes a team-based methodology drawing on diverse professional backgrounds. The firm serves investors across various experience levels and backgrounds, prioritizing client-focused service from initial planning through ongoing follow-up.

Chattanooga, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Chattanooga, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Chattanooga, Tennessee

Retirement Income Solutions of Chattanooga is an independent, fiduciary-regulated financial firm offering financial planning and investment management with a focus on retirement planning. Co-founded by Lindsey Cotter and Nathan Cox, the firm specializes in income-generating investment strategies and provides additional services including Social Security planning, estate planning, tax planning, and risk management. The firm serves clients seeking retirement income strategies and conducts educational workshops on financial topics.

Chattanooga, Tennessee

Mountaintop Wealth, LLC is a fiduciary financial planning and investment management firm based in Chattanooga, Tennessee, founded by Roland McIntyre, a Certified Financial Planner and Certified Financial College Consultant. The firm serves families navigating college financing and retirement planning, particularly those with higher incomes who do not qualify for need-based aid. Mountaintop Wealth operates on a fee-only model, offering flat-fee and assets-under-management advisory services without accepting commissions from financial institutions.

Clarksville, Tennessee

RMB Financial, PLLC is an investment advisory firm in Clarksville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 60 Google reviews.

Clarksville, Tennessee

Frazier Allen - F&M Wealth Management is an investment advisory firm in Clarksville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cleveland, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cleveland, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Collierville, Tennessee

Pickler Wealth Advisors is a Collierville, Tennessee-based firm that provides wealth management, 401(k) administration, and accounting services. The firm, led by David Pickler, serves both individual and company clients and operates from multiple locations near Collierville City Hall. The firm emphasizes client communication through educational content including monthly market updates and personal finance discussions.

Cookeville, Tennessee

SmartPro Financial is an investment advisory firm in Cookeville, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cookeville, Tennessee

Bank-Affiliated

One Investment of Tennessee is a bank-affiliated financial services firm in Cookeville that offers investment advisory services through a team of four advisors with over 70 years of combined experience. The firm emphasizes building long-term client relationships through personalized investment strategies and states a mission focused on serving clients and strengthening local Tennessee communities.

Cookeville, Tennessee

Paul Winkler, Inc. is a fee-only registered investment advisor in Cookeville, Tennessee, operating under fiduciary duty to clients. The firm offers investment management, financial planning, and coaching services, with team members holding credentials including CFP® certification and ChFC® designation, along with specialties in retirement planning, income planning, IRA distribution, estate planning, and divorce financial analysis.

Cordova, Tennessee

Your Family Matters is a registered investment adviser in Cordova, Tennessee, operating on a fiduciary basis. The firm provides financial planning, investment and retirement guidance, estate planning and will/trust services, tax preparation and bookkeeping for individuals and small businesses, and life insurance and annuity products, with licensing across Tennessee, Missouri, Mississippi, Arkansas, and Alabama.

Crossville, Tennessee

Witt Financial Group is a financial planning firm based in Crossville, Tennessee, operating for 25 years and led by founder and president Mark Witt alongside Jordan Witt. The firm offers retirement planning services through its Retirement Roadmap process, addressing retirement readiness questions and legacy planning for individuals and families in the local area. The principals also host a weekly radio program on multiple local stations focused on financial education topics.

Crossville, Tennessee

Wealthcare Partners of Tennessee is an investment advisory firm in Crossville, Tennessee. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Dickson, Tennessee

TriStar Wealth Advisors, founded by Curtis Stoner in Dickson, Tennessee, is a fiduciary firm specializing in retirement planning, investment strategy guidance, and wealth management for individuals and families. The firm works with third-party asset managers to construct portfolios aligned with clients' goals and risk tolerance, while also offering services in Social Security optimization, tax-efficient planning, and estate protection. TriStar operates under a five-step retirement planning system emphasizing fiduciary responsibility, transparency, and technology, including the Generational Vault online portal for decision documentation and accessibility. As a veteran-owned business, the firm serves clients through personalized financial strategies rather than direct portfolio management.

Franklin, Tennessee

CapWealth is an investment advisory firm in Franklin, Tennessee. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 15 Google reviews.

Franklin, Tennessee

Beacon Capital Management is a financial advisory firm with offices in Franklin, Mt. Juliet, Murfreesboro, and Hendersonville, Tennessee, serving clients in the Nashville area. The firm provides financial planning, investment management, and retirement planning services, including income analysis, tax planning, healthcare planning, estate planning, and Social Security optimization. Its advisors operate under a fiduciary standard and work through a process focused on understanding client goals, building comprehensive plans, and providing ongoing monitoring and adjustments. The team includes CFP-credentialed professionals such as Dan Benson, alongside Jon Maxson and Pete Benson.

Franklin, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Franklin, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Franklin, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Franklin, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3-star rating from 6 Google reviews.

Franklin, Tennessee

EKC Financial Solutions is an investment advisory firm in Franklin, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Franklin, Tennessee

Raymond James & Associates is an investment advisory firm in Franklin, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Franklin, Tennessee

Kramer Financial Group, LLC is an investment advisory firm in Franklin, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Franklin, Tennessee

Abound Wealth Management is an investment advisory firm in Franklin, Tennessee. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Gallatin, Tennessee

Village Private Wealth is an investment advisory firm in Gallatin, Tennessee. Services include Investment Management. The office is open five days a week.

Germantown, Tennessee

Benjamin F. Edwards is a privately held wealth management firm founded in 2008 with a Germantown, Tennessee office offering investment management and insurance analysis services. The firm is employee-, family-, and friend-owned with over 130 years of Edwards family heritage, and operates with a client-first philosophy guided by principles of trust, integrity, and mutual respect. The Germantown branch employs registered financial professionals and associates who serve the local area and surrounding communities.

Goodlettsville, Tennessee

Southern Capital Solutions is an investment advisory firm in Goodlettsville, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Greeneville, Tennessee

GreenWealth, led by Chris O'Dell in Greeneville, Tennessee, provides financial planning, investment management, and insurance analysis services. The firm operates as a fiduciary through Cambridge Investment Research Advisors, Inc., and holds licenses in Tennessee, Virginia, North Carolina, Georgia, Pennsylvania, Florida, Kansas, and Missouri. The team uses a collaborative approach to develop and monitor strategies aligned with clients' individual circumstances, risk tolerance, and retirement or investment objectives.

Hohenwald, Tennessee

Venture Financial Group, operating through New Day Advisory, provides accounting, bookkeeping, tax preparation, and financial management services to small businesses in the Hohenwald, Tennessee area. The firm offers cloud-based accounting solutions including payroll processing, bank loan preparation assistance, and tax planning for business transitions, with experience in software platforms such as QuickBooks and Client Accounting Suite. Services encompass process automation, real-time financial reporting, and cash flow analysis on a monthly basis. The firm has served clients for over 20 years, with testimonials from established local businesses.

Jackson, Tennessee

Wallace Wealth Management / LPL Financial is an investment advisory firm in Jackson, Tennessee. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jackson, Tennessee

O'Bryant & Associates, Inc. is an independent financial advisory firm based in Jackson, Tennessee, offering financial planning and retirement planning services. The firm works with clients to assess retirement strategies and develop solutions aligned with individual goals and circumstances, emphasizing a personal service approach supported by professional experience and resources.

Jackson, Tennessee

One 5 Wealth Advisors is an investment advisory firm in Jackson, Tennessee. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jackson, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Jackson, Tennessee

Raymond James & Associates is an investment advisory firm in Jackson, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Johnson City, Tennessee

Voyage Partners Financial Strategies, LLC is an investment advisory firm in Johnson City, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 2 Google reviews.

Johnson City, Tennessee

Maureen Maciver, CRPP™, CISP is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Johnson City, Tennessee

Lauren E. Kirkland, CRPC® is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Johnson City, Tennessee

Sage Financial is a retirement planning firm based in Johnson City, Tennessee, founded by Regina Cornelio, a National Social Security certified advisor with over seven years of experience in retirement planning. The firm serves families at or near retirement and provides services including retirement success strategy development, Social Security optimization analysis, income planning, tax planning, extended care planning, and non-financial planning through an integrated, holistic approach. The team includes Jeremiah Nolen as strategic partner, Mitchell Whitney in operations, Misty Harris directing seminar operations, and Rebecca Kelderman overseeing advisor acquisition. The firm emphasizes written planning strategies, transparent client communication, and community involvement.

Johnson City, Tennessee

Worthwhile Wealth Council is an investment advisory firm in Johnson City, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Johnson City, Tennessee

Jason Ardito, CTFA is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Johnson City, Tennessee

Talley Wealth is a financial advisory firm in Johnson City, Tennessee, offering financial planning, investment management, and tax planning services. Founded and led by David Talley (CFP®, ChFC®, EA), the firm works with clients nearing retirement, business owners, individuals with inherited wealth, and executives with complex compensation, using a planning-first approach where strategy precedes investment allocation. The engagement process involves building a comprehensive plan over a six-month structured period, integrating tax strategy and investment decisions, with full refundability during the engagement. Talley is supported by Stephenee Carberry, who serves as Practice Manager.

Kingsport, Tennessee

Raymond James & Associates is an investment advisory firm in Kingsport, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Kingsport, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kingsport, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Leading Edge Financial Planning is a fee-only fiduciary firm in Knoxville, Tennessee that provides investment management and wealth management services. The firm specializes in serving professional pilots and other high-income families, with a particular focus on addressing the financial needs of these client segments. Operating under a fee-only model with no commissions, the firm follows a structured planning process to guide clients through various life stages.

Knoxville, Tennessee

Marsh Wealth Management is a fiduciary firm in Knoxville, Tennessee that provides financial planning, investment management, and wealth management services with a focus on tax-efficient strategies for clients nearing or in retirement. Led by principals Mike Marsh and Yvonne Marsh—both CPAs, with Yvonne also holding CFP certification—the firm serves clients with investable assets of $300,000 or more, particularly those aged 50 and older. The firm structures its planning approach around four areas: investments, tax strategies, healthcare, and legacy and estate planning, with particular emphasis on tax timing and optimization across different wealth stages.

Knoxville, Tennessee

Millennium Wealth Management is an independent financial advisory firm in Knoxville, Tennessee offering investment management and wealth planning services. The firm employs a three-step approach—assessing client finances and objectives, developing customized strategies, and implementing plans that adjust as circumstances change. As an independent practice, the firm states it prioritizes client interests without selling proprietary products or meeting sales quotas, and emphasizes financial education to help clients make informed decisions about their long-term financial planning.

Knoxville, Tennessee

Executive Benefits of America, Inc., based in Knoxville, Tennessee, provides financial planning and advisory services across retirement, estate planning, tax strategy, business succession, and investment management. The firm works with business owners, professionals, and families at various life stages, employing a team-based approach centered on client education and personalized planning that addresses complex financial, tax, and estate issues. The practice is led by Mike Strickland, who serves as principal and senior financial coach, and emphasizes accessibility, detailed communication, and long-term client relationships.

Knoxville, Tennessee

OneDigital, operating through subsidiary OneDigital Investment Advisors LLC, provides wealth management and financial planning services to individuals and families across various asset levels. The firm operates on an assets-under-management (AUM) basis and acts as a fiduciary, integrating investment management, financial planning, tax strategy, retirement planning, risk management, and estate planning considerations. With $14 billion in assets under management and approximately 12,000 wealth management households, the firm serves clients ranging from those building initial savings to those with highly complex portfolios exceeding $50 million in investable assets.

Knoxville, Tennessee

Insurance-Based

Alexander Dalton, Financial Advisor - Eagle Strategies is an insurance-based firm in Knoxville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Insurance-Based

Anthony Browder, Financial Advisor - Eagle Strategies is an insurance-based firm in Knoxville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Knoxville, Tennessee

SWM Group Benefits is an investment advisory firm in Knoxville, Tennessee. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Sojourn Wealth Management is a Knoxville-based firm offering investment management and wealth management services to clients at various life stages, from first-time investors to those planning retirement. The firm works through a three-step process—assessing the client's situation and goals, developing an adaptable strategy that accounts for retirement risks, and implementing the plan with ongoing revisions. The firm serves clients across different backgrounds and financial circumstances, offering a complimentary initial consultation to discuss goals and risk tolerance.

Knoxville, Tennessee

Insurance-Based

Northwestern Mutual - Jeffrey M. Pinchok is an insurance-based firm in Knoxville, Tennessee. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Empower Wealth Management is an investment advisory firm in Knoxville, Tennessee. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Visionary Horizons Wealth Management is a financial advisory firm based in Knoxville, Tennessee that provides holistic planning and active investment management services. The firm offers personal financial coaching and life planning assistance across multiple areas including asset allocation, business finances, retirement preparation, and family financial coordination. The firm emphasizes long-term client relationships and proactive communication as core aspects of its service model.

Knoxville, Tennessee

Raymond James & Associates is an investment advisory firm in Knoxville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Rather & Kittrell Capital Management is an investment advisory firm in Knoxville, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Bank-Affiliated

Banker Brokers is a bank-affiliated financial advisory firm in Knoxville, Tennessee, offering financial planning, insurance analysis, and retirement planning services. Led by Scott Smith, the firm focuses on retirement planning and insurance protection strategies for individual clients. The firm takes a process-oriented approach, beginning with an assessment of existing retirement savings, family obligations, and future financial needs.

Knoxville, Tennessee

Keith Kail is the Managing Director of Peachtree Planning's Knoxville office, overseeing the firm's operations in East Tennessee while serving individual clients. The firm offers comprehensive financial planning, wealth management, retirement planning, risk management, business planning, and estate considerations through a planning-first approach aligned with clients' personal goals. Kail holds credentials as an Insurance Counselor Fellow and Certified Financial Education Instructor, is a Registered Representative with Park Avenue Securities LLC, and maintains Million Dollar Round Table qualification. Peachtree Planning works with individuals, families, and business owners across all life stages seeking ongoing advisory relationships.

Lawrenceburg, Tennessee

Beasley Wealth Management, based in Lawrenceburg, Tennessee, offers financial planning, investment management, and retirement planning services. The firm was founded in 2016 by Scott Beasley, a financial advisor who transitioned to independent practice after working with a Nashville-based broker-dealer. The team includes a Financial Advisor and supporting staff, and the firm emphasizes a planning process designed to address both current needs and long-term goals with tax considerations in mind.

Lewisburg, Tennessee

Pickens Hollow Financial Group, LLC, based in Lewisburg, Tennessee, offers financial planning services. Principal Andrew Hill is a Registered Investment Adviser affiliated with Eagle Strategies, LLC, and holds Series 6, 7, and 63 licenses; he holds an MSFS degree and designations including ChFC, CLU, CASL, and LUTCF. The firm's team includes Financial Advisor Bryson Hill and Associate Financial Advisor J. Lynne McCray, FLMI, ACS, who bring combined experience in financial advising and life insurance products.

Lexington, Tennessee

Integrity Wealth Advisor Group is a retirement-focused financial advisory firm in Lexington, Tennessee, serving clients aged 55 and older. The firm employs credentialed financial planners with over 60 years of combined experience and follows a five-step process that begins with understanding client goals and risk tolerance, moves through analysis and design of personalized financial plans, and includes implementation and ongoing monitoring. The firm addresses tax considerations and investment selection as part of its planning approach and conducts periodic portfolio reviews to track progress toward retirement objectives.

Loudon, Tennessee

Miser Wealth Partners, based in Loudon, Tennessee with an additional office in Farragut, offers estate planning, financial planning, investment management, and tax planning services. Founded in 2017 by Derek A. Miser, the firm coordinates legal, tax, and investment expertise to serve affluent families, drawing on over 100 years of combined professional experience across its team. The firm maintains ongoing client relationships through quarterly reviews and continuous plan adjustments, and provides access to institutional-grade investments and alternative real estate opportunities.

Maryville, Tennessee

Elevate Financial Planning & Wealth Management, based in Maryville, Tennessee, offers financial planning and investment management services to clients across various backgrounds and life stages. The firm employs a three-step approach—assessing household goals and financial circumstances, designing customized strategies, and implementing personalized investment plans—with a stated emphasis on team-based collaboration and client-centered service. The practice serves early investors through experienced wealth-builders and provides complimentary initial consultations to discuss financial objectives and risk tolerance.

Memphis, Tennessee

LoneTree Wealth Management is an independent, fiduciary firm in Memphis, Tennessee, serving clients across the country. Led by partners Andrew Gilbert (CFP®, AWMA®) and Jimmy Beard (Series 65), the firm provides financial planning, investment management, tax strategy, estate planning, and alternative asset consulting, with particular focus on individuals and families navigating career growth, equity compensation, and major life transitions. The firm's approach emphasizes understanding clients' full circumstances rather than just balance sheets, grounded in the partners' own experience as business owners and parents.

Memphis, Tennessee

Prime Capital Financial, operating as PCIA Mid-South, is an independent financial advisory firm based in Memphis, Tennessee, serving clients throughout the Mid-South and Tennessee Valley. The firm specializes in retirement planning for pre-retirees, retirees, households, families, and women, utilizing a planning process that begins with discovery meetings and includes ongoing plan reassessment. Dale Kelly, a Partner and Senior Financial Advisor holding the CRPC® designation, leads the firm and brings nearly two decades of financial services experience. The firm is part of Prime Capital Investment Advisors, a nationwide network providing access to multiple financial professionals and administrative support.

Memphis, Tennessee

Terry Morris - Raymond James is an investment advisory firm in Memphis, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Memphis, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Memphis, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.7-star rating from 13 Google reviews.

Memphis, Tennessee

Benchmark Wealth Management, located in Memphis, Tennessee, offers estate planning, financial planning, and investment management services. The firm provides retirement planning, cash flow strategy, education planning, and insurance-related services including life, disability, and long-term care coverage. The firm works with non-proprietary securities and assists clients with retirement account transitions and implementation of financial plans.

Memphis, Tennessee

Jones Wealth Management Group, founded in 2001 in Memphis, Tennessee, offers investment management, retirement planning, and insurance analysis services. The firm, led by Martavius D. Jones (a Chartered Federal Employee Benefits Consultant holding Series 7, 24, 63, 65, and 66 registrations), serves federal government employees, pre-retirees and retirees, self-employed individuals, business owners, professional athletes, and those managing inheritances or legal settlements. The practice provides specific assistance with retirement plan rollovers, TSP and 401(k) reviews, establishment of Individual 401(k)s and SEP-IRAs, Medicare and health insurance selection, IRA rollovers, college savings accounts, and estate planning coordination.

Memphis, Tennessee

Fee-Based

Kelman-Lazarov Wealth Management, based in Memphis and operating since 1979, provides financial planning and investment management services to business owners, professionals, and affluent families. The firm operates under a fiduciary standard and uses a fee-based compensation model where advisor fees move with portfolio performance. With more than $700 million in assets under management as of year-end 2024, the firm structures its advisory relationships around multi-generational client families and emphasizes understanding clients' broader life circumstances alongside financial objectives.

Memphis, Tennessee

Psalms Up Tax Service is an investment advisory firm in Memphis, Tennessee. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Memphis, Tennessee

Independent RIA

Duncan Williams Asset Management is an independent registered investment adviser in Memphis, Tennessee, offering financial planning and investment management services to both individual and institutional clients. The firm operates as a fiduciary and emphasizes an ongoing, collaborative approach to portfolio management rather than one-time planning, incorporating services such as budgeting guidance, insurance consultation, and mortgage assistance into its planning process.

Memphis, Tennessee

Wunderlich & Company is a Memphis-based financial advisory firm serving individual and institutional clients, including families, businesses, non-profits, trusts, foundations, endowments, and members of the legal profession. The firm employs a multi-advisor team approach, with professionals holding credentials including CTFA and CRPS, who develop customized financial strategies addressing retirement planning, investment management, and asset allocation based on each client's risk tolerance and objectives. Services span financial planning, global asset allocation, settlement solutions for tort claims, and comprehensive wealth management from initial planning through ongoing follow-up.

Memphis, Tennessee

United Capital Financial Advisors is an investment advisory firm in Memphis, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Morristown, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Morristown, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mt. Juliet, Tennessee

SolomonWood, LLC, established in 1977 in Mt. Juliet, Tennessee, provides financial planning services to individuals and business owners. The firm addresses comprehensive planning areas including retirement strategy, investment management, estate planning, cash flow organization, and senior living considerations, working with clients to organize accounts, prioritize goals, and develop strategies for tax and business financial management. SolomonWood offers guidance on retirement accounts, Social Security, Medicare, and long-term care planning as part of its advisory process.

Murfreesboro, Tennessee

Momentum Wealth Solutions is an investment advisory firm in Murfreesboro, Tennessee. Services include Insurance Analysis and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 37 Google reviews.

Murfreesboro, Tennessee

LPL Financial - Murfreesboro is an investment advisory firm in Murfreesboro, Tennessee. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 20 Google reviews.

Murfreesboro, Tennessee

Reed & Associates of Primerica is an investment advisory firm in Murfreesboro, Tennessee. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 11 Google reviews.

Murfreesboro, Tennessee

First Financial Coaching, Inc. is a SEC-registered investment advisor based in Murfreesboro, Tennessee (principal office in Mt. Clemens, Michigan) that has provided financial coaching and guidance for over three decades. The firm offers one-on-one coaching, investment strategy education grounded in scientific principles, financial planning tailored to individual goals, cash flow analysis tools, life insurance services, and retirement planning for both individuals and businesses. Their approach emphasizes clarity and purpose in financial decision-making rather than promising specific outcomes or shortcuts.

Murfreesboro, Tennessee

First Family Wealth, founded by Daren Chamblee, a CFP® with over 14 years of financial industry experience, operates as a fiduciary advisor based in Murfreesboro, Tennessee. The firm serves families, individuals, business owners, professionals, and corporate retirement plans, with a particular presence among Nissan employees in the region, though it also works with clients nationally. By adhering to fiduciary standards, the firm provides advice independent of proprietary product recommendations.

Murfreesboro, Tennessee

McKnight Advisory Group, Inc. is an investment advisory firm in Murfreesboro, Tennessee. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Nashville, Tennessee

Kristopher Curtis Financial, based in Nashville, provides estate planning and retirement planning services with a focus on retirement strategy. The firm works with clients to determine required rates of return needed to meet financial goals, construct investment combinations aligned with those objectives, and incorporate tax considerations into their planning approach. They deliver annual assessments tracking whether clients are on track, off track, or ahead of track relative to their retirement objectives.

Nashville, Tennessee

Infinitus Wealth Management is an independent fiduciary firm in Nashville specializing in active portfolio management and custom investment solutions for individuals, families, business owners, and institutions. The firm charges a transparent Assets Under Management fee (1.00% to 0.80% annually depending on account size) with no commissions, performance fees, or planning charges, and requires a minimum of $100,000 in investable assets. Founded by Erik James Roberts, who holds an MBA from Wharton and brings extensive investment management experience, the firm employs a disciplined, research-driven approach to portfolio construction, risk management, and asset allocation. Services include financial planning, investment management, and customized portfolio strategies addressing growth, income, risk management, and capital preservation.

Nashville, Tennessee

Bank-Affiliated

Brown Brothers Harriman is a bank-affiliated firm in Nashville, Tennessee. Services include Investment Management. The office is open five days a week.

Nashville, Tennessee

Wealth Enhancement Group is an investment advisory firm in Nashville, Tennessee. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Nashville, Tennessee

Benchmark International is a mergers and acquisitions advisory firm based in Nashville, Tennessee that works with business owners on transactions including sales, acquisitions, and business transitions. The firm has facilitated multiple transactions across various industries, including deals involving Vail Products, MGA Controls, Glenart, and other companies seeking to exit or restructure their operations.

Nashville, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Nashville, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Nashville, Tennessee

Independent RIA

Brian Dixon, a CFP, operates Complete Wealth 360 as an independent registered investment adviser serving clients in Nashville and Middle Tennessee. The firm provides comprehensive financial planning, custom investment management, tax optimization strategies (including harvesting and Roth conversions), estate planning coordination, gifting strategies, and insurance review. As a fiduciary, the firm works with clients to establish financial roadmaps addressing retirement savings, portfolio construction, and wealth transfer goals.

Nashville, Tennessee

Stephen & Associates is a Nashville-based financial advisory firm offering financial planning, investment management, insurance analysis, and estate planning services. The firm works with clients across retirement planning, wealth accumulation, business consulting, and risk management through a planning process that evaluates five financial components: protection, savings, growth, cash flow, and debt. The firm's approach integrates investment positioning with broader estate and retirement planning objectives.

Nashville, Tennessee

Wealth Management Group is an investment advisory firm in Nashville, Tennessee. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Nashville, Tennessee

Platinum Point Financial provides financial planning and investment management services through CFP-credentialed professionals operating in Nashville and Sterling, Virginia. The firm is registered with LPL Enterprise as a registered investment advisor and holds securities licenses across multiple states, offering services including investment planning, retirement planning, tax planning, and insurance products. The firm emphasizes a fiduciary standard of care and uses an educational approach to help clients clarify their financial goals and make informed decisions.

Nashville, Tennessee

Raymond James & Associates is an investment advisory firm in Nashville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Nolensville, Tennessee

Falcon Financial & Insurance Solutions, Inc. is a financial advisory firm based in Nolensville, Tennessee, offering insurance analysis and financial planning services. The firm is led by Fred, a CERTIFIED FINANCIAL PLANNER™ with credentials including CFP®, ChFC®, CLU®, and RICP® designations, along with Series 7 and Series 65 licenses, who has provided financial advisory services since 2005. The firm serves pre-retirees, retirees, business owners, and professionals across multiple states, emphasizing clear goal-setting and straightforward financial guidance. Falcon Financial & Insurance Solutions has earned a 5-star rating based on 118 Google reviews.

Paris, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paris, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pulaski, Tennessee

Shoemaker Financial, based in Pulaski, Tennessee, is run by Adam F Reeves, a Registered Representative and Investment Advisor Representative with Cetera Wealth Services and Cetera Investment Advisers since 2005. The firm offers a range of insurance products (life, health, disability, long-term care, and annuities), retirement and estate planning, college funding strategies, and comprehensive financial planning services. Reeves holds an Executive Certificate in Financial Planning and maintains FINRA Series 6, 63, 65, and Series 7 registrations, along with long-term care certification. He actively serves the local community through the Giles County Chamber of Commerce and provides financial education to seniors and medical residents.

Pulaski, Tennessee

Haney Financial Solutions, based in Pulaski, Tennessee, provides financial planning services with a focus on retirement planning and investment management. The firm is led by Joshua Haney, a financial adviser with New York Life subsidiary Eagle Strategies LLC, alongside Amanda La Rue and Deborah Mosley. The team works with retirees, business owners, and professionals on risk management, retirement strategy, and estate planning, conducting regular client reviews to adjust strategies as circumstances change.

Smyrna, Tennessee

Wealth Legacy Planners is an investment advisory firm in Smyrna, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Spring Hill, Tennessee

Smith Complete Wealth, based in Spring Hill, Tennessee, serves individuals, families, and business owners through strategic financial planning and ongoing portfolio management. Led by founder Les Smith and Clay Mallard, the firm employs a three-phase approach—discovery of complete financial circumstances, development of customized strategy, and deployment with continuous oversight—and offers services including special needs trust planning through LPL Financial's affiliated trust services. The firm works with clients across different life stages and emphasizes analytical planning adapted to each client's specific objectives and evolving circumstances.

Tullahoma, Tennessee

Highland Rim Wealth Management in Tullahoma, Tennessee offers investment management and wealth management services with a focus on retirement planning, tax strategies, estate planning, and business exit planning. The firm serves engineers, educators, and entrepreneurs through a process of discovery, analysis, recommendation, and execution. Team members hold CFP® and CEPA® credentials and employ a data-driven approach to develop individualized financial plans that address clients' complete financial picture.