Find a Financial Planner in Davidson County, TN

 

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We did the hard work of finding trustworthy partners in Davidson County, TN.

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We Only Work With The Best Davidson County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Davidson County, TN


  • Financial Advisor Close to Davidson County, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Davidson County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Davidson County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Davidson County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
14.9% of Davidson County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Davidson County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Davidson County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Davidson County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Davidson County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Tennessee has unique laws defining which actions trigger a taxable event and has the 2nd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Davidson County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Davidson County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Davidson County, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Davidson County, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Davidson County financial advisors.
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How Retirement-Friendly is Davidson County, TN?

  • Population: 687,488
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $240,900
  • Average Monthly Housing Cost: $1,135
  • Average Household Income: $86,309
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Davidson County, TN


RAYBURN WEST FINANCIAL SERVICES

Website

(615) 386-6932

4117 Hillsboro Pike
Suite 208
Nashville, TN 37215

SEC#: 801-118455
Years in Business: 1 years

HILLSBORO ADVISORS, LLC

Website

(615) 252-6211

40 Burton Hills Blvd
Suite 350
Nashville, TN 37215

SEC#: 801-71394
Years in Business: 11 years

DISCIPLINA CAPITAL MANAGEMENT, LLC

Website

(615) 490-6007

1033 Demonbreun Street
Suite 300
Nashville, TN 37203

SEC#: 801-115108
Years in Business: 2 years

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

Website

(615) 324-7825

3102 West End Ave
Suite 400
Nashville, TN 37203

SEC#: 801-113620
Years in Business: 3 years

CRITERION CAPITAL ADVISORS LLC

Website

(615) 292-6889

4515 Harding Pike
Ste 300
Nashville, TN 37205

SEC#: 801-113152
Years in Business: 3 years

KRAFT ASSET MANAGEMENT, LLC

Website

(615) 346-2437

555 Great Circle Road

Nashville, TN 37228

SEC#: 801-66686
Years in Business: 15 years

LEE DANNER & BASS INC

Website

(615) 244-7775

3100 West End Avenue
Suite 1250
Nashville, TN 37203

SEC#: 801-30924
Years in Business: 33 years

WILEY BROS.-AINTREE CAPITAL, LLC

Website

(615) 255-6431

40 Burton Hills Blvd
Suite 350
Nashville, TN 37215

SEC#: 801-37145
Years in Business: 30 years

STONEBRIDGE WEALTH MANAGEMENT

Website

(615) 309-0832

Loews Vanderbilt Plaza
2100 West End Avenue, Suite 660
Nashville, TN 37203

SEC#: 801-117944
Years in Business: 1 years

PINNACLE WEALTH ADVISORS

Website

(615) 743-8271

150 Third Avenue South
Ste 900
Nashville, TN 37201

SEC#: 801-67352
Years in Business: 14 years