We Have Listed The Top 10 Financial Advisors In Nashville To Help You Choose The Best Professional For Your Needs.
You are living a once in a lifetime experience and our financial and investment plans are tailored to each client. We build investment portfolios based on fundamental analysis and take a long term approach rather than the “hot” investment of the week. Our service doesn’t stop once we create your financial plan - it is just beginning. We help clients implement their plan and adjust the plan as life happens. We meet with you on a regular basis in person, by phone, email, or virtually - whichever is most convenient to you. Melby Wealth Management was created by Shaun Melby, CFP® to better serve generations that need financial planning the most but the traditional financial services culture ignores them. This mission has enabled us to better serve clients of all generations work towards achieving their retirement goals. While located in Nashville Tennessee, our clients are not limited to only those in our area. Shaun’s experience as a business manager in the entertainment industry enables him to serve clients throughout the United States and meetings can be conducted on a virtual basis if desired.
Address: 2905 12th Ave South, #108, Nashville, TN 37204
Phone: 615-435-3644
We have developed a U.S Patent/Registered approach to building and maintaining wealth that we call RETIRE WHILE YOU WORK®. This philosophy employs a 3 Bucket Approach to help you optimize life’s most precious commodity, TIME, and spend your time doing things you love with people you love, creating experiences and memories along the way- not simply accumulating stuff. Holistic Wealth Management - Comprehensive Financial Planning - Retirement Planning - Selling a Business - Musician catalog sales - Divorce Planning - College Planning - Life, Long Term Care, Disability Insurance - Investment & Portfolio Management We have started the David Adams Wealth Group Endowment Fund, which contributes a percentage of our annual revenues to help various non-profits in our community. David has served on various Boards (Onsite, Saving Case, End Slavery) as well as completed time and training as a Wish Grantor for Middle Tennessee Make-A-Wish Foundation. Our hearts want to share any blessings we receive in our practice with others in need. We are beyond proud of the team we have built here, and grateful for the recognition and press we have received both locally and nationally. Thank you to all of our amazing clients, friends, and families who helped make these achievements possible, and continue to support us through all of life’s ups and downs and running a successful wealth management practice.
Address: 1033 Demonbreun St Ste 500 Nashville, TN 37203-4459
Phone: 615-645-6700
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. It’s a more personal approach that goes far beyond an investment portfolio. It’s an ongoing and open dialogue about all aspects of your life, your goals and your financial vision. And it’s developing a long-term relationship built on understanding and trust. Your advisor is there for you throughout the planning and investing process, giving you objective and unbiased advice along the way. Raymond James advisors serve clients with a variety of sophisticated financial planning needs. From families and individuals to business owners and institutions, your Raymond James advisor has the expertise and experience to provide guidance for a wide range of financial planning needs. They’ll take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. Your advisor is there to help you reach major milestones and all of the smaller ones in between. You’ll work together to build a customized plan just for you, taking into account all of your objectives, while weighing risk, prioritizing trade-offs and accounting for “what ifs.” And because your plan is a living document, your advisor will continually adapt it while utilizing the latest technology to identify potential unknowns and your changing needs, making adjustments that will help you reach your financial goals. We believe every advisor should have the freedom to grow their practice in the way that suits them best. Our many different affiliation options give you the flexibility to choose the level of support that’s right for you and your clients. We’re uniquely structured to put the control where it belongs – in your hands. All backed by the world-class resources of a global financial services firm. We continually invest in enhancing our powerful technology suite, making it easier for you to serve your clients with an integrated, customizable, mobile-friendly platform. Our full-service, in-house marketing agency can help you create your own brand through award-winning web development, design, copy, social media, PR and more.
Address: 222 2nd Ave S Nashville, TN 37201
Phone: 615-747-5600
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Address: 1801 West End Ave, Suite #125 Nashville, TN 37203
Phone: 615-329-0818
Website: https://www.schwab.com/
You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. We offer a broad range of investment options from leading asset managers across the industry, not just our own. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We design our products and services with a goal of driving down costs, so investors have more money to invest. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
Address: 9005 Overlook Blvd., Brentwood, TN 37027
Phone: 615-482-1599
Website: https://aftonadvisors.com/
You Only Have One Shot to Get Your Finances Right Money can be complicated. Don’t be pressured to self-manage it on your own. As a busy family, it can feel overwhelming to tackle your finances and do it well. But life is too valuable to waste worrying you’ll take a wrong step with your money. And life is too short to risk the quality of life you’re working so hard to secure. You deserve a financial planning partnership that guides you through everyday critical money decisions so your path to financial success is clear and focused. Ditch the overwhelm and confusion by working with a financial advisor who can offer clear guidance on exactly what you need to do to secure your family’s finances. With a financial planning partnership, your financial future won’t appear illusive or blurry anymore. Instead, your path to success will come into sharp focus Give yourself and your family the confidence to live life to the fullest knowing that you’re doing everything you can to take care of them and the future. As a personal financial advisor to families for 13 years, I've built hundreds of financial plans through various market cycles. You have the opportunity to build one plan, and you only have one shot at making it right. I've evaluated all the questions you've had at some point and know how to construct your financial life so that it protects your best interests. 1. Get Organized Our first official meeting will allow us to take full stock of where you stand financially. We will gather and organize the details of your financial life so that we have all the information we need to advise you fully. 2. Learn What’s Possible From there, we take a full audit of your financial life and discover what is possible based on your current situation and different scenarios before making our formal recommendations. 3. Take Control of Your Finances After we prepare your complete financial plan, your path to success is clear and focused. You’re back in control of your financial life. And we’re always here to continue to guide you through everyday critical money decisions so you stay on track.
Address: 3102 West End Avenue #400 Nashville, TN 37203
Phone: 615-881-3954
Website: https://oasiswealthplanning.com/
Based on your detailed cash flow and net worth projections (aka "financial modeling"), we help answer your question "am I on the right track for retirement?" Proper detailed retirement analysis can help answer the following key questions for you: Am I saving enough for retirement? What are the trade-offs of different retirement dates? How do I properly balance living for today versus planning for tomorrow? How much can I confidently spend in retirement? How can I develop a financial roadmap for my future? You may no longer receive a paycheck yet you still have dreams and expenses. Yesterday's approach to retirement -- living off of dividends, interest and a pension -- is no longer a viable option for most retirees. Annuities are costly and inflexible. The traditional approach of managing a portfolio has disadvantages. Enter the matching approach. Let us show you how how creating the Matching Bucket and the Growth Bucket can provide security, peace of mind, and long-term financial independence during good and bad markets. A good advisor may help you save tens or hundreds of thousands of dollars leading up to and through retirement. You have come to the right place. Whether it is maximizing benefits at your workplace, implementing Roth conversions at key years around your retirement date, or developing a tax-effective withdrawal strategy, our tax-focused advisors lead by a CPA and tax lawyer seek ways to minimize taxes that are integrated with your overall financial plan. Let's face it, you are not retiring to "withdraw". Your retirement is your encore because you still have sweet music to play. Better health, increased longevity, and greater wealth can lead to the best stage of life yet. During this encore period of your life, what are you going to do with it? Our life-centered approach to financial planning is about way more than investments, tax-efficient withdrawal strategies, and budgets. Our life-centered planning approach is on-going process of discovery and follow-through that helps you identify, plan for, and live your best life possible with the money you have. As a near-retiree or retiree, your asset mix should be quite different than it was 10 years ago. You need income for the short and medium-term, yet you need growth to outpace inflation and meet your long-term needs. Crafting the right mix of stocks and bonds with a focus on tax-efficiency, lower-cost investments, and evidenced based investing can make all the difference in providing the financial independence you deserve.
When you invest with advisors who are salespeople, your money can easily get tied up in cookie-cutter products that offer reduced returns due to elevated, complex fees and unfavorable tax treatment. William Bevins takes the time to understand your goals and risk tolerances in order to build a custom portfolio that helps your capital grow. Unlike many advisors who earn commission from selling financial products, William Bevins operates on a simple, well defined fee structure for wealth management services. That means our success is tied directly to your performance so you’ll never have to question our intentions. Advisors who sell packaged products such as mutual funds or annuity products likely can’t tell you exactly how your money has been invested. As a Fiduciary, William Bevins is required to be completely transparent and put his client’s interests before anyone else’s. With all assets managed in-house, he employs proven financial models that ensure your money is always working for you. If you don’t know who to speak to when you have questions about your portfolio, your money is likely in the wrong hands. Whether a client is saving for retirement or college, William Bevins treats each relationship as a true partnership. He gets to know you, understands your objectives and…stays in touch.
Address: 1000 Health Park Drive Suite 180 Brentwood, TN 37027
Phone: 615-373-2800
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services including: - Financial, retirement, and estate planning - Investment management - Cash flow and budget planning - Charitable giving strategies - Personal trust and estate settlement services - Family office services - Professional athlete services - Business consulting services - Institutional services - Retirement plan consulting Ronald Blue Trust offers comprehensive financial services and objective advice to over 9,000 clients across the wealth spectrum in all 50 states. (As of 4/01/22 and subject to change.) To learn more about our company, click here to view our corporate brochure.
Address: 905 Harpeth Valley Place Nashville, TN 37221
Phone: 615-673-7795
Website: https://www.marinerwealthadvisors.com/locations/nashville-tennessee/
When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell’s leadership. We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, retirement plan solutions and specialized business services are in-house, we can provide clients with a coordinated, customized experience. For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most. To personalize the experience, we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future.