Top financial advisors in Jackson, 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’re navigating financial decisions in Jackson, TN, such as managing investments or planning for property taxes, you need advisors who understand the local tax landscape and economic growth. A common mistake is overlooking how Tennessee’s lack of state income tax affects your overall tax strategy, leading to missed opportunities.
- Federal tax focus. Since Tennessee doesn’t tax wages or investment income, ask how they optimize your federal tax obligations instead.
- Sales and property tax awareness. Confirm they consider the impact of Tennessee’s high sales and property taxes on your spending and investment plans.
- Local economic insight. Growing cities mean changing opportunities; see how they incorporate local market trends into your financial plan.
- Experience with migration effects. If you’ve recently moved or are planning to, check how they adjust strategies for inbound migration patterns affecting Jackson’s economy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin H
Series 66
Jackson, TN
Voya financial Advisors, Inc.
Justin Howell offers expertise in retirement planning and business ownership considerations, well-suited for clients in Jackson, TN navigating local tax and economic factors. With 19 years of experience at Voya Financial Advisors, a large firm providing diverse services, he offers flat-fee and hourly consulting options, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 20 years
Avg account: $236,678
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Chadwick B
Series 66
Jackson, TN
Cetera
Chadwick Banks in Jackson, TN, offers expertise in wealth management, tax-loss harvesting, and retirement plans tailored for business owners, which suits clients navigating local tax and economic conditions. His flat-fee and hourly consulting options through Cetera, a large firm with a broad institutional platform, provide flexible service structures compared to advisors with traditional AUM fees.
Experience: 10 years
Avg account: $306,089
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Edwin J
CFP®, Series 63, Series 65
Jackson, TN
Silver Oak Securities, Incorporated
Edwin Jaffe's 40 years of experience and CFP® certification equip him to navigate Jackson, TN's unique tax environment, including federal tax optimization and local economic trends. His firm, Silver Oak Securities, manages over $2 billion and offers personalized portfolio management with flexible fee structures, including flat fees and negotiable AUM fees, catering to high earners and business owners seeking tailored financial planning.
Experience: 41 years
Avg account: $278,962
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Phillip S
Series 63, Series 65
Jackson, TN
Lincoln Investment
Phillip Sheffield in Jackson, TN, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize federal tax obligations in Tennessee's unique tax environment. Affiliated with the large firm Capital Analysts, he serves a diverse clientele and employs a quantitative investment process, differentiating him from advisors with smaller firms or less varied investment approaches.
Experience: 10 years
Avg account: $157,266
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Randy W
Series 63, Series 65
Jackson, TN
LPL Financial
Randy Wallace's 31 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address the financial complexities in Jackson, TN, including federal tax optimization and local economic trends. His affiliation with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, distinguishes him from others by combining seasoned insight with broad resources and flexible fee options.
Experience: 31 years
Avg account: $399,489
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