Top financial advisors in Martin, 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 Martin, TN, and are managing your investments or planning for retirement, you might need an advisor who understands how to navigate federal tax rules without the complication of state income tax. A common mistake is overlooking the impact of Tennessee's high sales and property taxes on your overall financial plan.
- Federal tax focus. Confirm how the advisor prioritizes federal tax strategies since Tennessee does not tax wages or investment income.
- Local tax awareness. Ask how they incorporate Tennessee's sales and property taxes into your spending and saving plans.
- Migration trends insight. Growing local economies can affect your investment and housing choices; see if the advisor considers these factors.
- Experience with diverse firms. Inquire about their background with different firm sizes to understand how that shapes their approach to your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert V
ChFC®, Series 63
Fulton, KY
Silver Oak Securities, Incorporated
Robert Voegeli's extensive 49 years of experience and ChFC® credential equip him to address complex financial needs, including charitable giving and philanthropy, which can complement retirement and investment planning in Martin, TN. His firm, Silver Oak Securities, manages over $2 billion in assets and offers flat-fee financial planning options, appealing to high earners seeking independent, seasoned advice with customizable portfolio management.
Experience: 49 years
Avg account: $278,962
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Glen K
Series 63, Series 66
Salt Lake City, UT
Tucker Asset Management LLC
Glen Kavanagh in Martin, TN, offers expertise in private and alternative investments, tax-loss harvesting, and retirement plans for business owners, aligning well with federal tax strategies relevant to Tennessee residents. His independent status, three years of industry experience, and background with firms like Fidelity Investments provide a macroeconomic asset-allocation approach, distinguishing him from advisors with different investment focuses or firm experiences.
Experience: 3 years
Avg account: $180,666
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Michael H
Series 63, Series 66
Martin, TN
Edward Jones
Michael Hampton's 21 years at Edward Jones equip him to address federal tax strategies and local tax impacts relevant to Martin, TN residents. His expertise in wealth management and multi-generational wealth transfer, combined with experience at a large firm managing over $1 trillion in assets, distinguishes him from advisors with smaller firm backgrounds or less tenure.
Experience: 21 years
Avg account: $246,728
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Ryan S
CFP®, Series 66
Martin, TN
Ameriprise
Ryan Stover specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Martin, TN. His 14 years of experience at Ameriprise, a large firm offering diverse advisory and insurance solutions, combined with a 0.15% AUM fee, distinguishes him from advisors with smaller firm backgrounds or different fee structures.
Experience: 14 years
Avg account: $471,167
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Kevin S
Series 63, Series 65
Union City, TN
LPL Financial
Kevin Smith's 18 years of experience and expertise in wealth management and retirement plans for business owners make him well-suited to address federal tax strategies relevant to Martin, TN residents. His affiliation with LPL Financial, a large firm offering flat-fee financial planning and a broad range of investment solutions, distinguishes him from advisors at smaller firms or with different fee structures.
Experience: 18 years
Avg account: $399,489
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