A complete list of active advisors currently associated with Arrow Alliance

Warmer can help you find a great advisor at Arrow Alliance or one who fits your needs even better.

Arrow Alliance is an independent, Tennessee‑registered investment adviser formed in 2022 that serves individuals, high‑net‑worth clients, businesses, trusts and estates. The firm offers monthly fixed‑fee financial counseling, discretionary wealth management provided on a wrap‑fee basis, and retirement plan consulting for ERISA and non‑ERISA plan sponsors. The firm follows a goals‑based, long‑term investment approach focused on asset allocation across public and private vehicles and may use third‑party managers, mutual funds, ETFs, separately managed accounts and select alternatives. For retirement plans Arrow Alliance provides fiduciary consulting services — including investment policy statement preparation, investment monitoring, qualified default investment alternative (QDIA) guidance, benchmarking and vendor liaison — and favors lower‑cost mutual fund solutions for 403(b) plans when appropriate. Distinctive aspects of Arrow Alliance include operating discretionary wealth management solely as a wrap‑fee program while also offering plan‑level fiduciary services that can include acting as an ERISA Section 3(38) investment manager. The firm manages a meaningful asset base with a relatively small client roster and structures engagements (from tailored fixed‑fee counseling to retirement plan vendor support) to serve both complex individual and institutional needs.

To learn more about the advisors currently working at Arrow Alliance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Grayson Garvin	Franklin, TN	8
Theodore Nielsen	Franklin, TN	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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