Top financial advisors in Crossville, 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 Crossville, TN, and are managing your investments or planning for retirement, you might need an advisor who understands how to navigate federal taxes without the complication of state income tax. A common mistake is overlooking how Tennessee's high sales and property taxes can impact your overall financial plan.
- Federal tax focus. Look for advisors who prioritize federal tax strategies since Tennessee does not tax wages or investment income.
- Sales and property tax awareness. Confirm how they factor in Tennessee's higher sales and property taxes when planning your cash flow.
- Local market knowledge. Ask how they incorporate Crossville's economic trends and migration patterns into your investment and retirement planning.
- Experience level. Consider advisors with a solid track record who can balance tax planning with your long-term financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott H
Series 63, Series 65
Crossville, TN
CWM, LLC
Scott Hadley brings 27 years of experience in Crossville, TN, focusing on retirement income strategy and tax-loss harvesting, which is crucial for navigating federal tax planning without state income tax. His firm, CWM, LLC, serves a diverse clientele including high-net-worth families and institutions, offering flat-fee financial planning and investment management, distinguishing him with a large-firm support system and a seasoned approach.
Experience: 27 years
Avg account: $875,860
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Ronn C
Series 66
Crossville, TN
North Pointe Financial Advisors, Inc
Ronn Christensen offers retirement and tax planning expertise tailored to Crossville, TN, with 15 years of experience and a focus on federal tax strategies relevant to Tennessee's tax environment. As an independent advisor with flat-fee options and a model-based, non-discretionary portfolio management approach, he provides personalized service to individuals, trusts, and small businesses, distinguishing him from advisors with different fee structures or investment methods.
Experience: 15 years
Avg account: $484,790
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Nicholas D
Series 66
Crossville, TN
Edward Jones
Nicholas Davis, based in Crossville, TN, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, aligning well with federal tax strategies important in Tennessee. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory services and benefits from a broad national network, distinguishing him from smaller local advisors.
Experience: 4 years
Avg account: $246,728
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Nathan C
Series 66
Crossville, TN
Empower Advisory Group
Nathan Campbell offers retirement planning and Social Security optimization in Crossville, TN, with a focus on debt management and college savings. Working at Empower Advisory Group, a large firm with flat-fee options, he brings a long-term investment approach and experience from Raymond James and banking, which may provide a structured and integrated financial planning experience compared to other local advisors.
Experience: 1 year
Avg account: $565,063
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Charles L
Series 66
Palm Beach Gardens, FL
UBS Financial Services
Charles Lewis in Crossville, TN, offers 26 years of experience and specializes in retirement planning, cash flow budgeting, and equity compensation tax strategy, which are crucial for managing federal tax focus in Tennessee. Affiliated with UBS Financial Services, a large firm serving high-net-worth clients, he leverages institutional trading and proprietary research to tailor investment plans, distinguishing him from advisors with less firm support or specialized expertise.
Experience: 27 years
Avg account: $693,691
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