Top financial advisors in Nashville, 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 recently moved to Nashville or are planning for a major life change like retirement, you need advisors who understand how local taxes and economic growth affect your financial plans. A common mistake is overlooking Tennessee's lack of state income tax but high sales and property taxes, which can impact your spending and investment strategies.
- Federal tax focus. Since Tennessee doesn't tax wages or investment income, ask how they optimize your federal tax situation instead.
- Local tax impact. Confirm they consider Nashville's high sales and property taxes when planning your budget and cash flow.
- Growth-driven advice. Nashville's expanding economy can create new opportunities; see how they incorporate this into your investment outlook.
- Experience with relocations. Moving to a growing city involves unique financial shifts; check how they support clients through these transitions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ryan P
Series 65
Nashville, TN
High Knoll Wealth Advisors, LLC
Ryan Patterson in Nashville offers expertise in real estate investing, college savings plans, and retirement plans for business owners, which suits clients navigating local tax impacts and growth opportunities. His firm, High Knoll Wealth Advisors, uses a fiduciary, long-term investment approach with modern portfolio theory, and provides flat-fee financial planning, differentiating him from advisors with traditional AUM fees.
Experience: 1 year
Avg account: $262,667
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William G
CFP®, Series 66
Nashville, TN
Cairn Financial Group
William Greene's 15 years of experience and CFP® certification equip him to address Nashville's unique tax environment and economic growth, especially for clients involved in business exit strategies, debt management, and real estate investing. His flat-fee structure and role at Cairn Financial Group, which serves diverse clients including trusts and corporations, distinguish him from others by offering tailored, discretionary investment management using ETFs and proprietary models.
Experience: 15 years
Avg account: $382,477
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Samuel O
Series 66
Brentwood, TN
SEIA
Samuel Orr in Nashville offers expertise in options and derivatives strategies alongside ESG investing, suitable for high-net-worth clients seeking nuanced investment approaches. His firm, SEIA, combines strategic macro asset allocation with tactical adjustments, providing both discretionary and non-discretionary management, and offers flat-fee financial planning and consulting, distinguishing him from advisors with purely percentage-based fees or less specialized investment focuses.
Experience: 3 years
Avg account: $2,277,033
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Charles B
Series 66
Nashville, TN
UBS Financial Services
Charles Brooks at UBS Financial Services offers expertise in retirement planning and cash flow management, crucial for navigating Nashville's unique tax environment and economic growth. His focus on equity compensation tax strategy and experience with mid-career professionals and those approaching retirement, combined with the resources of a large firm serving high-net-worth clients, distinguishes him from other advisors in the area.
Experience: 1 year
Avg account: $693,691
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Michael M
Series 66
Nashville, TN
Craft Wealth Services
Michael Manna in Nashville offers expertise in retirement plans for business owners and Social Security optimization, which suits clients planning for major life changes like retirement. His firm, Craft Wealth Services, uses a value-oriented, long-only investment approach and offers flat-fee financial planning, differentiating him from others with flexible fee options and a focus on individual and high-net-worth clients.
Experience: 5 years
Avg account: $534,872
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