FinanceHQ’s team of experts conducted thorough research on financial advisors in Nashville. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Nashville range from $388M to $1B in AUM, and have an average of 35 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Founded in 1988, Lee, Danner & Bass, Inc. is a financial advisor company based in Nashville. As one of the best advisors in Nashville, they specialize in wealth management, retirement planning, and financial planning for clients in the area. With over 215 years of cumulative experience on their team, they prioritize achieving client objectives through a long-term, customized approach.
Woodmont Investment Counsel is an independent registered investment advisor founded in 2000. Based in Nashville, they specialize in investment management, wealth management, financial planning, and counsel for clients in the local area. With $1.3 billion in assets under management, they prioritize clients' financial objectives, providing expert financial planning and acting as a trusted partner in achieving financial success, making them one of the best advisors in Nashville.
M Capital Advisors is a trusted financial advisor company founded in 1993 and headquartered in Nashville. They specialize in personal wealth management, investment management, asset allocation, and cash flow planning, catering to clients in Nashville. Known for their personalized approach, they strive to understand each client's unique goals and craft tailored strategies to achieve them. M Capital Advisors is known for providing regular interactions and comprehensive reporting to ensure portfolios align with specific objectives.
If you need a boutique advisor service, Pinnacle Wealth Advisors serves people in Nashville and specializes in alternative investments, retirement planning, risk-management analysis, and diversification strategies. With a focus on long-lasting financial decisions, Pinnacle offers tailored strategies to protect, enhance, and distribute wealth for its clients in Nashville, where it was founded in 2000 and is currently based.
We chose Wiley Bros.-Aintree Capital as one of the top advisors in Nashville because they offer a wide range of investment options, including stocks, bonds, mutual funds, insurance, and financial planning. Founded in 1945, Wiley Bros.-Aintree Capital is an independent full-service brokerage firm. With a focus on client relationships and service excellence, they provide a comprehensive wealth management experience by combining the advantages of a small firm's personalized approach with the resources of a large institution.
One of the best advisors in Nashville, Kraft Asset Management (KAM) is a trusted investment advisory firm founded in 2001 and based in the city. They specialize in wealth management, investment management, financial planning, estate planning, risk management, retirement planning, cash flow management, income tax planning, insurance planning, and education planning for their clients. KAM operates as fiduciaries, prioritizing evidence-based strategies and client interests to provide effective investment solutions.
Laffer Tengler Investments, founded in 1999 and based in Nashville, is a distinguished investment management firm specializing in private asset and wealth management for high-net-worth individuals and families. Their team of seasoned professionals offers a strategic and data-driven approach, providing personalized strategies aligned with individual objectives. With direct access to their CEO, Chief Investment Officer, and portfolio managers, they prioritize transparency and client-centricity, offering tailored solutions to meet diverse wealth management objectives.
Absolutely! Collaborating with a financial advisor in Nashville to create a charitable giving plan can be a fulfilling and tax-efficient endeavor. Whether you wish to support local causes or philanthropic organizations, a financial advisor can help you choose the most appropriate giving strategies. They may recommend options such as donor-advised funds, charitable foundations, or direct contributions, taking into account tax implications and the impact you want to make.
When seeking a financial advisor for retirement planning in Nashville, consider working with a Certified Financial Planner (CFP) for a comprehensive approach. CFPs in Nashville have met rigorous education and experience requirements, ensuring a high level of expertise. They can provide a holistic approach to retirement planning, offering services that encompass not only investment management but also tax-efficient strategies, risk assessment, and goal setting tailored to Nashville's unique financial landscape.
For business owners in Nashville, retirement planning and business succession are intricate financial challenges that top financial advisors can adeptly address. They offer tailored strategies for retirement, encompassing exit planning, employee benefit programs, and investment solutions. Moreover, they specialize in designing business succession plans, ensuring a smooth transition when it's time to pass the torch.
Nashville may offer specific tax incentives and credits for its residents, which can be a valuable aspect of financial planning. A skilled financial advisor in the area can help you identify and take full advantage of these incentives, whether they pertain to homebuyers, small business owners, or other taxpayers. By incorporating these incentives into your financial plan, you can effectively reduce your overall tax burden and retain more of your hard-earned money. Additionally, these advisors stay updated on local tax regulations and changes, ensuring that you benefit from all available opportunities to minimize your tax liabilities.
Estate planning is of paramount importance when working with a Nashville financial advisor. It goes beyond simply drafting a will; it encompasses a holistic approach to managing and preserving your assets. Top financial advisors in Nashville can help you create wills, trusts, and strategies for wealth transfer, ensuring your assets are distributed according to your wishes while minimizing tax implications. With thorough estate planning, you can achieve peace of mind, knowing that your legacy will be preserved and protected for the benefit of your heirs.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.© 2024 FinanceHQ