Planning for retirement is a crucial step in securing your financial future. Whether you’re just starting to save or are nearing retirement, working with a trusted financial advisor can help you create a strategy tailored to your goals. Below is a curated list of top retirement planning firms in Nashville, each offering expert guidance, personalized solutions, and comprehensive services to help you achieve financial security in your golden years.
Final List of Retirement Planning Firms in Nashville
- Burney Wealth Management
- Atlantis Wealth Management LLC
- Wealth Management Group
- Optimis Wealth
- Kraft Asset Management LLC
- The Logan Group of Raymond James
- Oasis Wealth Planning Advisors, LLC
- Seven Arrows Financial Planning
- Applied Capital – Nashville
- Menzie & Associates
1. Burney Wealth Management
Burney Wealth Management is a fiduciary financial advisory firm founded in 1974, offering comprehensive, tax-centric wealth management services. With offices in Reston, Virginia, and Nashville, Tennessee, the firm specializes in financial planning, investment management, and tax planning, providing clients with personalized strategies to grow and preserve their wealth. Their team comprises certified financial planners, investment professionals, and in-house tax advisors, ensuring cohesive and coordinated advice. Burney’s client-centric process includes a discovery meeting, development of a custom financial roadmap, implementation of the plan, and ongoing support from a dedicated financial team. Recognized for their excellence, Burney has been featured in CNBC’s FA 100 list from 2019 to 2024 and Barron’s Top 1200 rankings from 2014 to 2024.
🔹 Services: Financial Planning, Investment Management, Tax Planning, Retirement Planning
📍 Address: 150 4th Ave N Floor 20, Nashville, TN 37219
📞 Phone: 866-928-7639
🔗 Website: Burney Wealth Management
📧 Contact: alexshen@burney.com
2. Atlantis Wealth Management LLC
Atlantis Wealth is a boutique financial advisory firm led by founder and Certified Financial Planner™ Christy Robinson, who brings over 26 years of experience to her role. The firm emphasizes a holistic approach to financial planning, focusing on helping clients achieve a balance between living richly today and building long-term wealth. Christy is particularly passionate about empowering women in their financial journeys, providing transparent guidance tailored to their unique needs. Supporting the firm’s operations is Sonya Rutledge, the Director of Operations, who joined Atlantis Wealth in 2017 after a successful career in the music industry. Sonya ensures seamless day-to-day operations and exceptional client service.
🔹 Services: Holistic Financial Planning, Investment Management, Retirement Planning
📍 Address: 210 25th Ave N Suite 1200, Nashville, TN 37203
📞 Phone: 615-620-5499
🔗 Website: Atlantis Wealth Management
📧 Contact: service@atlantiswealth.com
3. Wealth Management Group
Wealth Management Group is an independent Registered Investment Advisory firm based in Nashville, Tennessee, dedicated to providing personalized financial planning and investment management services. As fiduciaries, they prioritize acting in their clients’ best interests, offering a comprehensive suite of services including investment management, tax planning, retirement planning for individuals and businesses, insurance solutions, and debt consolidation strategies. Their team of experienced financial advisors collaborates closely with clients to understand their financial history and future goals, crafting tailored strategies to help achieve financial success.
🔹 Services: Investment Management, Tax Planning, Retirement Planning, Insurance Solutions
📍 Address: 237 Old Hickory Blvd #100, Nashville, TN 37221
📞 Phone: 615-598-1264
🔗 Website: Wealth Management Group
📧 Contact: george@wealthmanagementgroup.co
4. Optimis Wealth
Optimis Wealth is a financial advisory firm committed to helping clients navigate their financial journey with confidence. Their team provides tailored investment strategies, financial planning, and retirement solutions to ensure long-term stability. With a focus on client education and transparency, they empower individuals to make informed financial decisions. Their personalized approach ensures that each client’s unique needs and goals are met with precision and care.
🔹 Services: Investment Management, Financial Planning, Retirement Planning
📍 Address: 1600 Division St #400, Nashville, TN 37203
📞 Phone: 615-742-8721
🔗 Website: Optimis Wealth
📧 Contact: optimiswealth@nm.com
5. Kraft Asset Management LLC
Kraft Asset Management LLC is a trusted financial advisory firm offering comprehensive wealth management services. Their team specializes in investment strategies, estate planning, and retirement solutions designed to help clients achieve financial independence. With a commitment to fiduciary responsibility, they provide unbiased advice tailored to individual needs. Their client-focused approach ensures long-term financial success and peace of mind.
🔹 Services: Investment Management, Estate Planning, Retirement Planning
📍 Address: 555 Great Circle Rd, Nashville, TN 37228
📞 Phone: 615-782-4286
🔗 Website: Kraft Asset Management
📧 Contact: sandra@kraftasset.com
6. The Logan Group of Raymond James
The Logan Group of Raymond James is a team of experienced financial advisors providing comprehensive wealth management services to individuals and families. With a focus on building long-term relationships, they offer personalized investment strategies, estate planning, and retirement solutions. Their team takes a disciplined approach to financial planning, helping clients navigate market complexities while staying aligned with their goals. As part of Raymond James, they have access to extensive resources and research to support informed decision-making.
🔹 Services: Investment Management, Estate Planning, Retirement Planning, Wealth Preservation
📍 Address: 1033 Demonbreun St #500, Nashville, TN 37203
📞 Phone: 615-645-6700
🔗 Website: The Logan Group
📧 Contact: clientaccesssupport@raymondjames.com
7. Oasis Wealth Planning Advisors, LLC
Oasis Wealth Planning Advisors is dedicated to helping clients achieve financial peace of mind through tailored planning strategies. Their services include investment management, tax-efficient strategies, and retirement income planning. The firm emphasizes education and transparency, ensuring clients understand every aspect of their financial journey. With a focus on conservative growth and risk management, they cater to those nearing or already in retirement.
🔹 Services: Investment Management, Tax Planning, Retirement Planning, Risk Management
📍 Address: 600 12th Ave S UNIT 803, Nashville, TN 37203
📞 Phone: 615-881-3954
🔗 Website: Oasis Wealth Planning
📧 Contact: steve.martin@oasiswealthplanning.com
8. Seven Arrows Financial Planning
Seven Arrows Financial Planning offers a holistic approach to wealth management, combining financial expertise with personalized service. Their team specializes in retirement planning, helping clients transition from accumulation to distribution phases with confidence. They also provide investment management, tax strategies, and estate planning services. The firm’s client-first philosophy ensures tailored solutions for each individual’s unique circumstances.
🔹 Services: Holistic Financial Planning, Investment Management, Retirement Planning, Tax Strategies
📍 Address: 555 Marriott Dr Suite 150, Nashville, TN 37214
📞 Phone: 615-637-2070
🔗 Website: Seven Arrows Financial Planning
📧 Contact: Hello@sevenarrowsplanning.com
9. Applied Capital – Nashville
Applied Capital is a financial advisory firm focused on helping clients build and preserve wealth through disciplined strategies. Their services include retirement planning, investment management, and tax optimization. The team works closely with clients to create customized plans that align with their long-term objectives. With a commitment to fiduciary standards, they prioritize transparency and client education.
🔹 Services: Investment Management, Tax Optimization, Retirement Planning, Wealth Preservation
📍 Address: 40 Music Square E, Nashville, TN 37203
📞 Phone: 615-800-6105
🔗 Website: Applied Capital
📧 Contact: tim.cantrell@appliedcapital.com
10. Menzie & Associates
Menzie & Associates provides personalized financial planning and investment management services to help clients achieve their retirement goals. Their team offers comprehensive strategies, including tax planning, estate planning, and risk management. With a focus on building trusted relationships, they tailor solutions to each client’s unique needs and aspirations.
🔹 Services: Financial Planning, Investment Management, Retirement Planning, Estate Planning
📍 Address: 5601 Country Dr Suite 212, Nashville, TN 37211
📞 Phone: 629-260-5490
🔗 Website: Menzie & Associates
📧 Contact: david@menzieandassociates.com
Selecting the right retirement planner is a critical decision that can significantly impact your financial future. Each of the firms listed above offers unique expertise, personalized strategies, and a commitment to helping clients achieve their retirement goals. Whether you prioritize tax efficiency, holistic financial planning, or investment management, Nashville has a wealth of qualified professionals ready to assist you. Take the time to research, schedule consultations, and choose a planner whose approach aligns with your vision for retirement.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
