Fiduciary advisors in Nashville, TN

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

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

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

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

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

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

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.

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 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

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.