Top financial advisors in Franklin, 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.
You might seek a financial advisor in Franklin, TN if you're navigating federal tax planning without the complexity of state income tax, or managing investments in a high sales and property tax environment. A common pitfall is overlooking how local taxes and migration trends impact your overall financial picture.
- Federal tax focus. Confirm how they optimize your strategy around federal income tax, since Tennessee doesn't tax wages or investment income.
- Local tax awareness. Ask how they incorporate high sales and property taxes into your cash flow and spending plans.
- Migration impact. Growing local economies can affect housing and job markets; see how they factor this into your long-term goals.
- Experience with diverse clients. Check if they have worked with clients facing similar tax and economic conditions in Franklin to ensure relevant advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Laura S
Series 66
Franklin, TN
FIFTH THIRD SECURITIES, Inc.
Laura Stevens offers expertise in tax-loss harvesting and passive investing, which can help optimize federal tax strategies in Franklin's unique tax environment. Working with Fifth Third Securities, a large firm providing diverse managed-account options, she brings 15 years of experience and a 1.50% AUM fee, distinguishing her with access to institutional resources and personalized tax-overlay services.
Experience: 16 years
Avg account: $230,450
-
Philip W
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
Philip Watson offers expertise in general retirement planning with a strong focus on tax and estate strategies, well-suited for clients navigating Franklin's unique tax environment. His independent, fee-only firm provides flat-fee and hourly services, catering primarily to middle-income individuals and families, which may appeal to those seeking transparent pricing and personalized attention in a growing local economy.
Experience: 22 years
-
Jesse H
CFP®, Series 63
Franklin, TN
Mass Mutual Investors Services
Jesse Holman in Franklin, TN, brings 23 years of experience and CFP® certification, specializing in divorce financial planning, estate guidance, and multi-generational wealth transfer, which suits clients managing complex tax and economic factors. Affiliated with Mass Mutual Investors Services, a large firm offering annual collaborative financial planning and investment programs, he also has a background in real estate ventures, providing a practical perspective on local market impacts.
Experience: 23 years
Avg account: $249,379
-
Matthew S
CFP®, Series 66
Franklin, TN
Edward Jones
Matthew Sell in Franklin, TN, specializes in business ownership and succession planning, with seven years of experience and CFP® certification, making him well-suited for clients navigating complex financial transitions. Affiliated with Edward Jones, a large full-service firm offering diverse advisory programs and serving both high-net-worth and non-high-net-worth clients, he provides access to extensive resources and a broad investment platform.
Experience: 7 years
Avg account: $246,728
-
Joshua L
Series 63, Series 66
Brentwood, TN
Money Concepts Capital Corp
Joshua Levine's 18 years of experience and Series 63 and 66 licenses equip him to address federal tax planning and local tax considerations in Franklin, TN. His firm, Money Concepts Capital Corp, offers diverse client services including portfolio management and financial planning, utilizing model portfolios and modern portfolio theory, which may provide a broader investment approach compared to smaller firms.
Experience: 18 years
Avg account: $237,847
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Franklin, TN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)