Browse all CFP®-certified advisors in Tennessee

Every advisor below is licensed to work with clients in Tennessee. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Tennessee advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	842
Retired	510
Wealth management	487
Executive	483
Retirement plans for business owners (SEP, solo 401k)	394
Tax-loss harvesting	342
General retirement planning	256
Retirement income strategy	242
College savings (529s, UTMA, etc.)	227
Cash flow / budgeting	205
Private / alternative investments	204
Options & derivatives strategies	183
Active portfolio management	129
General estate planning guidance	123
Annuities	103
Approaching retirement	92
Multi-generational wealth transfer	92
ESG / Sustainable investing	87
Business exit / sale strategy	85
Income planning	82
Charitable giving & philanthropy	81
Business succession planning	79
Divorce financial planning	67
Business ownership considerations	60
Passive / index investing	60
Social Security optimization	60
Real estate investing	58
Concentrated stock management	57
Retirement withdrawal strategies	52
HENRY (High Earners, Not Rich Yet)	44
General tax planning	43
Established Professionals	38
Divorced	37
Mid-Career Professionals	37
Attorney	35
Long-term care insurance	26
Women Professionals	25
Debt management	23
Self-Employed	23
Equity compensation tax strategy	18
Doctor or Medical Professional	16
Religious/faith focused	16
Values-based investing	16
Tax strategies for small businesses	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Financial Professional	12
Life insurance needs analysis	9
Military & Veterans	8
Factor investing / smart beta	6
Family Business	6
Medicare planning	6
Business Financial Management	5
Parents	5
Women's Finance	5
Charitable giving tax strategies	4
Retired	4
Roth conversion strategy	4
Stock option exercise strategy	4

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