Top financial advisors in Union City, 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 Union City, TN, such as managing investments or planning for retirement, you need advisors who understand the local tax environment and economic trends. 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 advisors prioritize federal tax planning to optimize your returns.
- Sales and property tax awareness. Confirm they consider Tennessee's high sales and property taxes when crafting your financial plan.
- Local economic insight. Growing cities influence job markets and housing; see how advisors incorporate this into your investment and retirement strategies.
- Experience with diverse clients. Check if they have a track record working with clients at different life stages to address your unique financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin F
Series 66
Union City, TN
Robert Baird & Co.
Benjamin Ferguson's 16 years of experience and Series 66 designation equip him to navigate Union City's unique tax environment, emphasizing wealth management and tax-loss harvesting. Affiliated with Robert Baird & Co., a large firm offering flat-fee and hourly consulting options, he serves diverse clients including retirees and business owners, providing customized financial planning and a range of investment strategies.
Experience: 16 years
Avg account: $713,008
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Brock B
Series 66
Union City, TN
LPL Financial
Brock Brauer offers expertise in college savings plans, which can be crucial for families in Union City, TN, navigating local economic factors and tax considerations. Affiliated with LPL Financial, a large national firm, he provides flat-fee and hourly financial planning options, combining five years of experience with access to research-backed, technology-driven investment strategies.
Experience: 6 years
Avg account: $399,489
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Tyler B
CFP®, ChFC®, Series 66
Union City, TN
Edward Jones
Tyler Bolton's expertise in retirement plans for business owners and business exit strategies suits clients in Union City, TN, navigating local economic trends and tax considerations. His CFP® certification, seven years of experience, and affiliation with Edward Jones—a large firm managing over $1 trillion in assets—offer a broad range of advisory strategies compared to smaller local advisors.
Experience: 7 years
Avg account: $246,728
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Zachary E
Series 66
Union City, TN
Ameriprise
Zachary Eckert specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Union City, TN. Working with Ameriprise, a large firm known for its tax-aware withdrawal strategies and use of algorithmic tools, he offers a structured approach with a 0.15% AUM fee, differentiating him from advisors at smaller firms or with less focus on retirement income planning.
Experience: 3 years
Avg account: $471,167
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Emily S
Series 65
Union City, TN
The Burney Company
Emily Stokes offers active portfolio management and options strategies tailored for high-net-worth clients in Union City, TN, addressing local economic factors and tax considerations. With The Burney Company's use of proprietary quantitative models and a 1.25% AUM fee, she provides discretionary equity management and financial planning, differentiating her through a blend of independent advisory services and experience with diverse client types including trusts and small businesses.
Experience: 1 year
Avg account: $1,603,418
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