Top financial advisors in Memphis, 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 Memphis if you're navigating federal tax planning without the complexity of state income tax, or managing investments in a city with high sales and property taxes. A common pitfall is overlooking how local tax burdens and migration trends affect 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 impact. Ask how they incorporate Memphis's high sales and property taxes into your cash flow and budgeting plans.
- Migration trends. Inquire how they adjust advice for clients moving into or out of Memphis, considering the city's growing economy.
- Experience with local markets. Ensure they understand Memphis's economic drivers and real estate market to align your investments accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher W
Series 66
Memphis, TN
LPL Financial
Christopher Webb's 18 years of experience and Series 66 designation equip him to address Memphis's unique tax environment, including federal tax planning and local sales and property tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses or smaller firms.
Experience: 18 years
Avg account: $399,489
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Michael R
Series 63
Memphis, TN
Private Advisor Group, LLC
Michael Rowland's 36 years of experience and Series 63 designation equip him to navigate Memphis's unique tax environment, including federal tax planning and local sales and property taxes. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee options, he serves a broad client base, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 37 years
Avg account: $303,047
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Michael P
Series 63
Memphis, TN
Harwood Investment Group LLC
Michael Pelts offers expertise in active portfolio management and options strategies, well-suited for high-net-worth clients in Memphis navigating local tax complexities. With 21 years at Harwood Investment Group, an independent firm managing discretionary portfolios for individuals, trusts, and estates, he combines fundamental and technical analysis to tailor investment approaches for wealthier clients.
Experience: 22 years
Avg account: $1,138,890
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Patrick R
Series 63, Series 65
Memphis, TN
OSAIC
Patrick Rohrbacher's 45 years of experience and Series 63 and 65 licenses equip him to navigate Memphis's unique tax environment, including federal tax planning and local sales and property taxes. Affiliated with OSAIC, a large firm offering flat-fee structures and comprehensive investment processes, he serves diverse clients including executives and retirees, distinguishing him with seasoned expertise and flexible fee options.
Experience: 45 years
Avg account: $398,336
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Calvin R
Series 63, Series 65
Memphis, TN
Voya financial Advisors, Inc.
Calvin Reid's 30 years of experience and Series 63 and 65 licenses equip him to address retirement income strategies and business ownership considerations in Memphis, where local tax impacts are significant. Affiliated with VOYA Financial Advisors, a large firm offering flat fees and diverse advisory programs, he also brings expertise as an independent insurance agent, providing a broad perspective compared to other advisors.
Experience: 31 years
Avg account: $236,678
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