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Securing the right financial advisor can be a game-changer when it comes to achieving your financial ambitions. Whether you’re planning for retirement, growing your investment assets, or managing your business finances, Nashville offers a broad array of firms tailored to a variety of financial needs. To kick off your search, we’ve highlighted 10 financial advisors in Nashville, known for their expert advice, personalized solutions, and solid track records.
Barnes Tax & Financial Services
Website: http://www.barnesfinancial.net/
Phone: 16153659898
Email: jerron@barnesfinancial.net
Address: 2024 | 2 International Plaza Ste 516, Nashville, TN 37217
Barnes Tax & Financial Services, located in Nashville, Tennessee, is a trusted financial advisory and tax preparation firm dedicated to helping individuals and small businesses achieve financial clarity and long-term success. The firm offers a comprehensive suite of services, including tax planning and preparation, retirement planning, investment advisory, estate strategies, and small business consulting.
LPL Financial Nashville
Website: https://www.lplnashville.com/
Phone: 16152920048
Email: pat.mynatt@lpl.com
Address: 3811 Bedford Ave Ste 204, Nashville, TN 37215
LPL Financial – Nashville, located in the heart of Nashville, Tennessee, is a premier branch of one of the nation’s leading independent broker-dealer firms. The team at LPL Nashville is dedicated to delivering personalized financial planning, investment management, and retirement solutions to individuals, families, and business owners throughout the region.
Menzie & Associates
Website: https://menzieandassociates.com/
Phone: 16292605490
Email: david@menzieandassociates.com
Address: 5601 Country Dr suite 212, Nashville, TN 37211
Menzie & Associates, located in Nashville, Tennessee, is a boutique financial advisory and wealth management firm dedicated to helping clients achieve their financial goals through personalized, strategic planning. With a strong foundation in trust and transparency, the firm offers services including retirement planning, investment management, estate and legacy planning, and risk management.
True Wealth Partners
Website: http://www.truewealthpartners.com/
Phone: 12205446109
Email: kelli.stodola@ampf.com
Address: 1600 Division St Ste 400A, Nashville, TN 37203
True Wealth Partners, based in Nashville, Tennessee, is a holistic financial planning and wealth management firm committed to helping individuals and families achieve financial confidence and clarity. The firm offers a full range of services including retirement planning, investment management, estate planning, tax strategies, and insurance solutions—each tailored to meet the unique needs and values of every client.
Innovative Financial Group
Website: http://www.askifg.com/
Phone: 16153853867
Email: kiley@askifg.com
Address: 210 25th Ave N, Nashville, TN 37203
Innovative Financial Group (IFG), headquartered in Nashville, Tennessee, is a dynamic and rapidly growing financial services firm specializing in insurance solutions and strategic financial planning. IFG partners with independent agents and advisors across the country, offering a broad range of services including life insurance, annuities, health insurance, retirement planning, and business protection strategies.
Sound Crest Financial Services
Website: http://www.soundcrestfinancialservices.com/
Phone: 16152444104
Email: cliff@soundcrestfinancialservices.com
Address: 1033 Demonbreun St, Nashville, TN 37203
Sound Crest Financial Services, located in Nashville, Tennessee, is a comprehensive financial planning and investment advisory firm dedicated to helping clients achieve financial peace of mind. The firm specializes in personalized strategies for retirement planning, wealth management, insurance solutions, tax planning, and estate preparation.
Cairn Financial Group
Website: https://www.cairnfg.com/
Phone: 16158108499
Email: nathan@cairnfg.com
Address: 501 Union St, Nashville, TN 37219
Cairn Financial Group, based in Nashville, Tennessee, is a client-focused wealth management and financial planning firm dedicated to guiding individuals, families, and business owners toward financial clarity and long-term success. The firm offers a wide range of services including retirement planning, investment management, risk management, estate planning, and business succession strategies.
Canaccord Genuity Inc
Website: http://www.canaccordgenuity.com/
Phone: 16154908500
Email: blackpool@hargreave.com
Address: 1033 Demonbreun St Ste 620, Nashville, TN 37203
Canaccord Genuity Inc., with a presence in Nashville, Tennessee, is a global investment banking and financial services firm known for delivering innovative solutions to growth-focused companies, institutional investors, and high-net-worth individuals. The firm offers a broad range of services, including capital markets expertise, wealth management, mergers and acquisitions advisory, and strategic financial planning.
Schadel Financial Group
Website: https://www.schadelfg.com/
Phone: 16159226788
Email: evie.okeefe@lplfinancial.com
Address: 10 Burton Hills Blvd Ste 400, Nashville, TN 37215
Schadel Financial Group, based in Nashville, Tennessee, is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners achieve financial confidence and long-term success. The firm offers a wide range of services including retirement planning, investment management, insurance solutions, estate strategies, and business financial planning.
JEFFERSON BRIDGE CAPITAL
Website: http://jeffersonbridge.com/
Phone: 16153127750
Email: info@jeffersonbridge.com
Address: 401 Commerce St Suite 5400, Nashville, TN 37219
Jefferson Bridge Capital, headquartered in Nashville, Tennessee, is a private investment firm focused on providing flexible capital solutions to lower middle-market businesses across a variety of industries. The firm specializes in customized debt and equity financing, supporting growth, acquisitions, recapitalizations, and other strategic initiatives.
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