Find a Financial Advisor in Germantown, TN

 

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

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We Only Work With The Best Germantown 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Germantown, TN


  • Financial Advisor Close to Germantown, 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

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

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

  • Population: 39,193
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $338,100
  • Average Monthly Housing Cost: $1,609
  • Average Household Income: $162,105
  • 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 Germantown, TN

 

TCM

Website

(901) 757-4448

1730 S. Germantown Rd.
Suite 224
Germantown, TN 38138

SEC#: 801-111684
Years in Business: 4 years

FCG INVESTMENT COMPANY

Website

(901) 309-2681

9040 Garden Arbor Dr
Ste 206
Germantown, TN 38138

SEC#: 801-118437
Years in Business: 1 years

METLIFE INVESTMENT MANAGEMENT, LLC

Website

(901) 309-3300

6750 Poplar Ave
Suite 109
Germantown, TN 38138

SEC#: 801-67314
Years in Business: 14 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

8570 Cordes Cir.
Suite 14
Germantown, TN 38139

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

8570 Cordes Cir.
Suite 14
Germantown, TN 38139

SEC#: 801-79938
Years in Business: 7 years

FIRST HORIZON ADVISORS, INC

Website

(901) 759-7868

7640 Poplar Ave

Germantown, TN 38138

SEC#: 801-78594
Years in Business: 8 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(902) 309-2680

9040 Garden Arbor Dr
Suite 206
Germantown, TN 38138

SEC#: 801-21527
Years in Business: 37 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(901) 857-0441

9449 Poplar Ave

Germantown, TN 38138

SEC#: 801-110709
Years in Business: 4 years

SECURIAN FINANCIAL SERVICES, INC.

Website

(901) 757-5757

2176 West Street
Suite 100
Germantown, TN 38138

SEC#: 801-45152
Years in Business: 27 years

 


Germantown, TN Financial Advisor FAQs

Before selecting an advisor, take the time to make sure you understand the services they offer, their qualifications and certifications. Talk with your advisor about how long they've been in practice and if their professional licenses are current.
Financial advisors receive a fee from their clients for advice, guidance, and services rendered. The amount of the fee is usually proportional to the level of service being provided and may not be limited.
Definitely! There are many risks involved when making investment decisions for your family's future or retirement that without sound counsel could prove fatal to your future outlooks. When partnering with an advisor, it is important to choose one that is unbiased and independent.
Many financial advisors manage people's finances or help them plan for retirement. They work closely with the client to answer any questions they might have about investment decisions and other personal finance matters.