Find a Financial Planner in Shelby County, TN

 

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

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We Only Work With The Best Shelby 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 Shelby County, TN


  • Financial Advisor Close to Shelby 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 Shelby County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Shelby County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Shelby County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.8% of Shelby County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Shelby County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Shelby County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Shelby County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Shelby County area who determine what breaks are available to you to minimize your tax payments. 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 in the Shelby County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Shelby County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 936,374
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $159,600
  • Average Monthly Housing Cost: $994
  • Average Household Income: $76,734
  • 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 Shelby County, TN


FIRST HORIZON ADVISORS, INC

Website

(180) 021-3702

4990 Poplar Avenue
3rd Floor
Memphis, TN 38117

SEC#: 801-78594
Years in Business: 7 years

GERBER/TAYLOR MANAGEMENT COMPANY

Website

(901) 526-9750

One Commerce Square
Suite 1900
Memphis, TN 38103

SEC#: 801-56698
Years in Business: 21 years

SUMMIT ASSET MANAGEMENT LLC

Website

(901) 729-8100

5100 Wheelis Drive
Suite 107
Memphis, TN 38117

SEC#: 801-56221
Years in Business: 22 years

POPE ASSET MANAGEMENT, LLC

Website

(901) 763-4001

5100 Poplar Avenue
Suite 3120
Memphis, TN 38137

SEC#: 801-60556
Years in Business: 19 years

WUNDERLICH CAPITAL MANAGEMENT

Website

(901) 251-1330

40 South Main
Suite 1800
Memphis, TN 38103

SEC#: 801-79842
Years in Business: 6 years

NFC INVESTMENTS, LLC

Website

(901) 767-5576

510 South Mendenhall
Suite 200
Memphis, TN 38117

SEC#: 801-63560
Years in Business: 16 years

SENTRY, LLC

Website

(901) 820-0515

555 Perkins rd Ext
Suite 400
Memphis, TN 38117

SEC#: 801-70290
Years in Business: 11 years

COMMERCE ASSET MANAGEMENT, LLC

Website

(901) 260-6070

5050 Poplar Avenue
Suite 2020
Memphis, TN 38157

SEC#: 801-72903
Years in Business: 9 years

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Website

(901) 435-4250

6263 Poplar Avenue
Suite 300
Memphis, TN 38119

SEC#: 801-81015
Years in Business: 6 years

ADDITIVE ADVISORY AND CAPITAL, LLC

Website

(901) 498-6653

6075 Poplar Ave
Suite 221
Memphis, TN 38119

SEC#: 801-107878
Years in Business: 4 years