Fiduciary advisors in Memphis, TN

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

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

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

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

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

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

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

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

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.

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.