Top financial advisors in Athens, TN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Athens, TN, and are looking for financial advice, you might be facing decisions about managing your investments or planning for retirement without the complication of state income tax. A common mistake is overlooking how federal taxes, sales taxes, and property taxes impact your overall financial picture.
- Federal tax focus. Since Tennessee doesn't tax wages or investment income, ask how advisors prioritize federal tax strategies in your plan.
- Sales and property tax impact. Confirm how they factor in Tennessee's high sales and property taxes when projecting your expenses.
- Local economic trends. Growing cities can affect job opportunities and housing markets; see how advisors incorporate these trends into your financial outlook.
- Experience with Tennessee rules. Ensure they understand state-specific tax nuances, like the phased-out Hall income tax, to avoid outdated advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey S
Series 63, Series 65
Athens, TN
Capital Square, LLC
Jeffrey Shelton in Athens, TN, offers expertise in college savings plans and holds Series 63 and 65 licenses, backed by 11 years of industry experience. Operating with flat-fee and hourly fee options at Capital Square, LLC, he serves a diverse client base including individuals and non-profits, emphasizing tailored portfolios and client education, which distinguishes him from advisors with narrower focuses or different fee structures.
Experience: 11 years
Avg account: $607,828
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Miguel M
Series 66
Athens, TN
LPL Financial
Miguel Maria's 11 years of experience and Series 66 designation equip him to address wealth management and retirement planning needs in Athens, TN, with attention to tax-loss harvesting strategies relevant to federal tax considerations. Operating within LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, he serves a broad client base including business owners and retirees, distinguishing him from advisors with smaller practices or different fee models.
Experience: 11 years
Avg account: $399,489
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Jordan P
Series 66
Athens, TN
Edward Jones
Jordan Perleoni in Athens, TN, specializes in retirement plans for business owners and college savings, supported by his Series 66 designation and three years of industry experience. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers advisory programs with up to 1.35% annual fees, distinguishing him with institutional resources and a fiduciary standard compared to smaller local advisors.
Experience: 3 years
Avg account: $246,728
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Skidmore G
Series 63
Athens, TN
Raymond James Financial
Skidmore Garrett's 30 years of experience and Series 63 designation equip him to address retirement and business succession planning needs in Athens, TN, with attention to cash flow and budgeting. Operating within Raymond James Financial, a large firm offering flat-fee and hourly options, he serves a diverse clientele including high-net-worth individuals, providing tailored strategies supported by extensive research and collaboration.
Experience: 30 years
Avg account: $700,796
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Jordan J
Series 66
Athens, TN
Cambridge Investment Research Advisors
Jordan Johnston specializes in retirement income strategies and plans for business owners, making him well-suited for clients in Athens, TN navigating retirement without state income tax. His affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse financial services, distinguishes him from others by combining personalized planning with broad institutional support.
Experience: 6 years
Avg account: $378,281
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