Find a Financial Planner in Franklin, TN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Franklin 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 Franklin, TN


  • Financial Advisor Close to Franklin, 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 Franklin 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 Franklin 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 planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Franklin, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.3% of Franklin'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 Franklin area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Franklin area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Franklin area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Franklin area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Franklin area. Typically, it 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 Franklin 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 Franklin, 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 Franklin, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Franklin financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Franklin, TN?

  • Population: 77,939
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $426,400
  • Average Monthly Housing Cost: $1,595
  • Average Household Income: $123,066
  • 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 Franklin, TN


CAPWEALTH INSIGHTS, LLC

Website

(615) 778-0740

4031 Aspen Grove Drive
Suite 600
Franklin, TN 37064

SEC#: 801-78769
Years in Business: 7 years

CYPRESS CAPITAL, LLC

Website

(615) 467-6075

436 Main Street
Suite 205
Franklin, TN 37064

SEC#: 801-79771
Years in Business: 6 years

GREENSVIEW WEALTH MANAGEMENT

Website

(312) 471-1677

501 Corporate Center Drive
Suite 315
Franklin, TN 37067

SEC#: 801-113535
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(855) 378-1806

109 Holiday Ct
Suite A6
Franklin, TN 37067

SEC#: 801-115232
Years in Business: 2 years

SAVVY FINANCIAL

Website

(469) 236-6226

231 Public Square
Suite 300, Pmb 6
Franklin, TN 37064

SEC#: 801-116822
Years in Business: 1 years

CYPRESS CAPITAL ADVISORS, LLC

Website

(615) 467-6075

436 Main St.
Suite 205
Franklin, TN 37064

SEC#: 801-110818
Years in Business: 3 years

HAWSGOODWIN WEALTH

Website

(615) 771-1012

5000 Meridian Boulevard
Suite 530
Franklin, TN 37067

SEC#: 801-79585
Years in Business: 7 years

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

Website

(615) 861-6100

801 Crescent Centre Drive
Suite 600
Franklin, TN 37067

SEC#: 801-107971
Years in Business: 4 years

ABOUND WEALTH MANAGEMENT, LLC

Website

(615) 226-3667

108 Fourth Avenue South
Suite 207
Franklin, TN 37064

SEC#: 801-108697
Years in Business: 4 years

CAPWEALTH ADVISORS, LLC

Website

(615) 778-0740

4031 Aspen Grove Drive
Suite 600
Franklin, TN 37064

SEC#: 801-69908
Years in Business: 12 years