Top financial advisors in Winchester, 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 managing investments or planning for retirement in Winchester, TN, understanding how federal taxes and local costs affect your financial picture is key. Without careful planning, you might overlook how sales and property taxes impact your overall budget, even though Tennessee doesn’t tax wages or investment income at the state level.
- Federal tax focus. Since Tennessee has no state income tax, ask how advisors prioritize federal tax strategies to optimize your returns.
- Local tax impact. Confirm how they factor in high local sales and property taxes when modeling your cash flow and spending needs.
- Migration trends. Growing local economies can affect housing and job markets; see how advisors incorporate these shifts into your financial plan.
- Experience in regional planning. Look for advisors familiar with Tennessee’s unique tax environment and cost of living to avoid common pitfalls.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gabriel T
CFP®
Winchester, TN
Kingswood Wealth Advisors, LLC
Gabriel Talley, a CFP® with nine years of experience in Winchester, TN, specializes in retirement plans for business owners, making him well-suited to address local tax impacts and federal tax strategies. His firm, Kingswood Wealth Advisors, serves diverse clients with an open-architecture investment approach and offers flexible flat fees, distinguishing him from advisors with more rigid fee structures or narrower client focuses.
Experience: 9 years
Avg account: $326,893
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Melissa B
Series 63, Series 65
Winchester, TN
LPL Financial
Melissa Bass offers expertise in wealth management and retirement plans for business owners, which is valuable for navigating federal tax strategies in Winchester, TN. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, supported by a robust research team, distinguishing her approach from advisors with different fee structures or smaller firm resources.
Experience: 2 years
Avg account: $399,489
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Mark W
Series 63, Series 65
Tullahoma, TN
Aurelius Family Office, LLC
Mark Witaschek brings 31 years of experience and specializes in retirement income strategy and wealth management, making him well-suited for clients in Winchester, TN navigating federal tax and local cost considerations. His firm, Aurelius Family Office, offers a tailored investment approach with modern portfolio theory and quantitative analysis, serving high-net-worth clients with flat-fee and AUM-based options, distinguishing him from advisors with less comprehensive planning services.
Experience: 31 years
Avg account: $1,845,207
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Jonas H
Series 66
Winchester, TN
Edward Jones
Jonas Harmond's 11 years at Edward Jones equip him to address federal tax strategies and local tax impacts crucial for clients in Winchester, TN. His expertise in wealth management and tax-loss harvesting, combined with Edward Jones' large-firm resources and a fee structure up to 1.35% annually, distinguishes him among advisors serving retirees, executives, and business owners.
Experience: 11 years
Avg account: $246,728
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John D
Series 65
Winchester, TN
ValueWealth Services, LLC
John Dixon in Winchester, TN, offers expertise in income planning and debt management, which is crucial for navigating federal tax strategies and local tax impacts in Tennessee. His firm employs a multi-factor investment approach and provides flat-fee financial planning up to $5,000, appealing to clients seeking transparent fees and tailored portfolio management with options and derivatives strategies.
Experience: 10 years
Avg account: $759,425
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