Nashville, TN Office
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The Fiduciary Alliance
Multi-team
Firm-wide stats for The Fiduciary Alliance
About
The Fiduciary Alliance advises individuals (including high-net-worth clients) and also works with retirement plans and other investment advisers, delivering investment management and comprehensive financial planning services. The firm provides discretionary portfolio management alongside written financial plans, estate-planning support, business-planning and risk-management reviews, and makes third-party insurance resources available through a network relationship.
The firm builds individualized investment policies and supervises accounts using a mix of fundamental, technical, cyclical and charting analysis, and it may engage third‑party managers as part of implementation. It also manages held‑away and participant retirement accounts using order‑management tools and periodic rebalancing to pursue tax‑efficient asset location and opportunistic rebalancing strategies.
Notable distinctions include regularly serving other investment-adviser clients and providing ERISA 3(21) nondiscretionary services to plan sponsors, roles that are less common among multi‑team firms. The Fiduciary Alliance also participates in paid lead-generation and promotional programs (for example, SmartVestor/Ramsey Solutions) and discloses that it may receive performance‑based compensation or carried interest on certain alternative investments, with related conflicts and mitigation measures described in its disclosure materials.
Based on The Fiduciary Alliance
Expertise
Based on The Fiduciary Alliance
Location
1507 16th Avenue S
Nashville TN 37212
Advisors at this office
2
Advisors at this office
Daniel S
Series 65
Nashville, TN
The Fiduciary Alliance
Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.
Michael M
Series 65
Nashville, TN
The Fiduciary Alliance
Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.
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