Best Financial Advisors in Franklin, TN

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List of Firms

Franklin, TN Fiduciary Financial Advisors

Peter Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 725 Cool Springs Blvd Ste 600, Franklin, TN 37067, USA
Phone (615) 864-5391
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Beacon Capital Management
SEC File# 801-61249
CRD# 120641
4 out of 5
Location 751 Cool Springs Blvd STE 106, Franklin, TN 37067, USA
Phone (615) 224-9794
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Heath Larkin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9045 Carothers Pkwy Ste 301, Franklin, TN 37067, USA
Phone (615) 349-2160
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Greg Lemon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3401 Mallory Ln Ste 286, Franklin, TN 37067, USA
Phone (901) 312-5060
Directions
CapWealth
SEC File# 801-69908
CRD# 148781
4 out of 5
Location 4031 Aspen Grove Dr Suite 600, Franklin, TN 37067, USA
Phone (615) 778-0740
Directions
Mercer Advisors Wealth Management
Location 725 Cool Springs Blvd Suite 600, Franklin, TN 37067, USA
Phone (425) 709-2313
Directions
Snively Wealth Team
Location 801 Crescent Centre Dr Suite 600, Franklin, TN 37067, USA
Phone (615) 861-6117
Directions
Northwestern Mutual
5 out of 5
Location 501 Corporate Centre Dr Ste 200, Franklin, TN 37067, USA
Phone (615) 503-2822
Directions
Vance Lahey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 751 Cool Springs Blvd STE 200, Franklin, TN 37067, USA
Phone (615) 771-5278
Directions
Tony Boykin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2550 Meridian Blvd Ste 350, Franklin, TN 37067, USA
Phone (615) 771-5278
Directions
Nick Stamatis - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 751 Cool Springs Blvd STE 200, Franklin, TN 37067, USA
Phone (615) 771-5278
Directions
Eric Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3401 Mallory Ln Ste 286, Franklin, TN 37067, USA
Phone (901) 312-5060
Directions
Edward Jones - Financial Advisor: Steve Holt
SEC File# 801-3297
CRD# 250
Location 1650 Murfreesboro Rd Suite 140, Franklin, TN 37067, USA
Phone (615) 791-6175
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Carlton Wealth
5 out of 5
Location 2000 Mallory Ln Suite 130-397, Franklin, TN 37067, USA
Phone (615) 794-2536
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1010 Murfreesboro Rd #130, Franklin, TN 37064, USA
Phone (615) 790-1315
Directions
The Jefferson Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 9045 Carothers Pkwy Ste 301, Franklin, TN 37067, USA
Phone (615) 349-2160
Directions
Budd Wealth Management, LLC.
SEC File# 801-78808
CRD# 168267
Location 725 Cool Springs Blvd, Franklin, TN 37067, USA
Phone (615) 567-3056
Directions
Edward Jones - Financial Advisor: Patrick E McFarland
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1015 Westhaven Blvd Suite 125, Franklin, TN 37064, USA
Phone (615) 595-0082
Directions
Philip M Watson Financial
1 out of 5
Location 367 Riverside Dr, Franklin, TN 37064, USA
Phone (615) 807-2386
Directions
Focus Financial Group, LLC
SEC File# 801-72361
CRD# 157423
Location 133 Holiday Ct #204, Franklin, TN 37067, USA
Phone (615) 591-3937
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Jeff Good
SEC File# 801-3297
CRD# 250
Location 6041 Rural Plains Cir Suite 105, Franklin, TN 37064, USA
Phone (615) 656-4367
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Summit Wealth Group
SEC File# 801-107026
CRD# 282205
5 out of 5
Location 256 Seaboard Ln Suite, C101, Franklin, TN 37067, USA
Phone (615) 376-5363
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 8086 Berry Farms X-ing Ste 130, Franklin, TN 37064, USA
Phone (615) 312-8222
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
Financial Guidance Group, Inc.
SEC File# 801-80958
CRD# 108799
Location 508 S Margin St, Franklin, TN 37064, USA
Phone (615) 721-8827
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Dobyns Wealth Team
SEC File# 801-107971
CRD# 283515
5 out of 5
Location 801 Crescent Centre Dr Suite 600, Franklin, TN 37067, USA
Phone (615) 861-6102
Directions
William Bevins, CFP® CTFA
5 out of 5
Location 436 Main St, Franklin, TN 37064, USA
Phone (615) 469-7348
Directions
Edward Jones - Financial Advisor: Mark A Leuellen
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1945 Mallory Ln Suite 150, Franklin, TN 37067, USA
Phone (615) 771-3743
Directions
GuidingPoint Financial Group - Ameriprise Financial Services, LLC
Location 3401 Mallory Ln Ste 216, Franklin, TN 37067, USA
Phone (615) 656-0805
Directions
Retirement Solutions Group
Location 101 SE Pkwy Ct Suite 210, Franklin, TN 37064, USA
Phone (615) 467-6300
Directions
David Wuller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 751 Cool Springs Blvd STE 200, Franklin, TN 37067, USA
Phone (615) 771-5278
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management
Location 341 Cool Springs Blvd Suite 200, Franklin, TN 37067, USA
Phone (615) 778-7600
Directions
New Horizons Family Wealth Management, Financial Advisors
Location 3326 Aspen Grove Dr Suite 404 Building D, Franklin, TN 37067, USA
Phone (615) 988-5820
Directions
Financial Advisors in Franklin, TN

Where Certified Financial Advisors in Franklin, TN Serve

Franklin, TN is a charming city located in Williamson County, known for its rich history and beautiful landmarks. The city boasts several top employers, including Nissan North America, Community Health Systems, and Mars Petcare. Major highways that run through Franklin include I-65 and State Route 96, while Main Street and Columbia Avenue are some of the city's most notable streets. The city is divided into several neighborhoods, each with its own unique charm and character. From the historic downtown district to the luxurious homes of Westhaven, there is something for everyone in Franklin. Some of the city's most notable landmarks include the Carter House, Carnton Plantation, and the Franklin Theatre. Whether you're a history buff or simply looking for a place to call home, Franklin, TN is a city that is sure to capture your heart.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Franklin, TN can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget and financial plan to help residents achieve their financial goals. With the cost of living in Franklin being higher than the national average, a financial advisor can help residents make the most of their income and savings. Additionally, Franklin is home to many small business owners and entrepreneurs who can benefit from the expertise of a financial advisor in managing their business finances and investments. A financial advisor can also provide guidance on retirement planning, college savings, and estate planning to ensure that residents are prepared for the future. Overall, a financial advisor can be a valuable resource for residents of Franklin, TN in achieving financial stability and success.

Insurance Broker

Residents of Franklin, TN can benefit greatly from the services of an insurance broker. With a population of over 80,000 people, Franklin is a bustling city with a diverse range of insurance needs. An insurance broker can help residents navigate the complex world of insurance by providing personalized advice and guidance on the best policies to suit their individual needs. For example, in a city like Franklin where there are many small businesses, an insurance broker can help business owners find the right coverage to protect their assets and employees. Additionally, with the threat of natural disasters like tornadoes and floods, an insurance broker can help homeowners find the right policies to protect their homes and belongings in case of unexpected damage. Overall, an insurance broker can be a valuable resource for Franklin residents looking to protect themselves and their assets in an unpredictable world.

Retirement Planning

Residents of Franklin, TN can greatly benefit from the services of a retirement planner. With its growing population of retirees, many individuals in Franklin may need assistance in managing their finances and planning for their future. A retirement planner can offer guidance on topics such as investing, budgeting, and estate planning, helping residents to make informed decisions about their retirement savings. Additionally, Franklin is known for its high cost of living, and a retirement planner can help residents navigate this challenge by creating a personalized financial plan tailored to their specific needs and goals. Whether it's preparing for unexpected expenses or ensuring a comfortable retirement, a retirement planner can provide invaluable support for residents of Franklin, TN.

Wealth Management

Residents of Franklin, TN would greatly benefit from the services of a wealth manager in various ways. One of the most common ways is through retirement planning. With a wealth manager, residents of Franklin can create a personalized plan that will help them achieve their retirement goals. Additionally, a wealth manager can assist in managing investments and creating a diversified portfolio that aligns with their financial objectives. In Franklin, where the cost of living is relatively high compared to other cities in Tennessee, a wealth manager can also provide guidance on budgeting and saving strategies to help residents maintain their lifestyle while working towards their financial goals. Overall, a wealth manager can provide valuable insights and expertise to help residents of Franklin, TN make informed financial decisions and achieve long-term financial success.

Mortgage Loan Officer

Residents of Franklin, TN can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by helping residents navigate the housing market in Franklin, which can be quite competitive. A mortgage loan officer can help residents understand their options for financing a home, including different types of mortgages and down payment assistance programs that may be available. Additionally, a mortgage loan officer can help residents understand the specific requirements for buying a home in Franklin, such as the need for flood insurance in certain areas. With their knowledge of the local market and lending options, a mortgage loan officer can help residents make informed decisions and find the right financing solution for their needs.

Tax Services

Residents of Franklin, TN can benefit greatly from the expertise of a tax advisor. With its thriving business community and growing population, Franklin has a unique set of tax challenges that require a skilled professional to navigate. A tax advisor can help residents save money by identifying deductions and credits they may have missed on their tax returns. They can also provide guidance on estate planning, retirement planning, and investment strategies that can help residents build wealth over time. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes impact their finances and make adjustments accordingly. Overall, a tax advisor can provide invaluable assistance to residents of Franklin, TN in navigating the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Franklin, TN can benefit greatly from the expertise of an estate planning lawyer. One specific way they can be helped is by creating a plan for their assets and property that takes into account the unique laws and regulations of Tennessee. For example, a lawyer can help residents navigate the state's inheritance tax laws, which differ from federal laws and can impact the distribution of their assets. Additionally, Franklin residents can benefit from a lawyer's guidance on creating a plan for their healthcare and end-of-life decisions, ensuring that their wishes are respected and their loved ones are not burdened with difficult decisions. Overall, an estate planning lawyer can provide peace of mind and security for Franklin residents and their families.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Franklin, TN