Financial Advisors in Tennessee

Eddleman & Eddleman is a comprehensive financial services firm providing advice and service solely in a fiduciary capacity to individuals, family offices, and small businesses. With an in-house Certified Public Accounting (CPA) firm, Registered Investment Advisory (RIA) firm, and Venture Capital/Private Equity (VC/PE) firm there is nothing that touches your finances for which we don't advise. CPAs, planners, and investment professionals come together as a team to provide truly wholistic financial planning. Led by Adrian Eddleman and Lee Eddleman both with decades of experience and formal education to support their guidance.... See More

As the founder of Oasis Wealth Planning Advisors, Steve loves getting to know his clients by truly listening to their concerns and aspirations and by gaining a deep understanding of their "moving pieces" in their lives. While he loves analyzing the complexities of all these moving parts, he really enjoys his role as a teacher in educating his clients on any gaps that he sees and the pros and cons of alternative strategies. He does not sell products. He delivers tailored advice for his clients. Steve is a fee-only planner and is a member of both the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP).

Involved in the wealth management industry as a tax consultant, attorney, and wealth planner since 1996, Steve provides integrated tax, financial planning, estate planning, and investment advice to affluent and high-net-worth clients. He works with both pre-retirees and retirees as well as focusing on the unique issues of business owners, executives, and doctors. Steve has obtained a JD, CPA, and CFP®.

Oasis Wealth Planning provides tax preparation services, retainer financial planning services where Steve is available to answer questions throughout the year, and investment management. We have a laid-back approach and consider that all questions are good questions.

At Oasis Wealth Planning, Steve's goal is to provide clarity to clients on where they stand today and confidence for tomorrow by taking the right action based on a full understanding of the client's situation.... See More

CERTIFIED FINANCIAL PLANNER™ and fiduciary financial advisor focused on achieving client goals. Serving Middle Tennessee and the Nashville areas. Fee-only, portfolio management and comprehensive financial plans. Free initial consultation.

The name of my company is Seven Oaks Financial Planning, named after the little farm on which I was born, and I offer comprehensive, fee-only financial planning for singles and families. I sell nothing but advice and intend to interact with my clients as a fiduciary as I will always place my clients' interests above my own. This allows me to "sit on the same side of the table" with my clients and find the most efficient and cost-effective way for them to reach their financial goals. I also strive to educate my clients as we plan their financial futures together. My primary concern will always be to help my clients reach their financial goals and to insure that they understand what their options are along life's highway. I am a registered investment advisor in the state of Tennessee and have passed the board exam offered by the Certified Financial Planners Board of Standards and am a candidate for the Certified Financial Planner(TM) designation.... See More

Robert Bolen, CFA, CFP
Do you dream of living an inspired life - with peace of mind about money matters? Our job at Envision Wealth Planning is to turn your dreams into reality. Inspired living requires highly developed and passionately pursued life goals. Having peace of mind requites a deep understanding of how financial markets work, a Retirement Income Plan that embodies your personal life goals and a relational worldview perspective. Our desire at Envision Wealth Planning is to help you integrate your money with your life. Integration occurs when your heart felt goals are the reference point for your financial and life decisions. Oftentimes, our clients come to us when going through a financial transition. That is, they have inherited money, lost a spouse, are retiring, selling a business, or having some other “sudden money” event. A changing financial landscape can cause stress to rise and decisions difficult to make. Our proven processes lower stress and help prioritize needs, wants and wishes. Our asset management philosophy is based on rigorous academic research and 25+ years of real world experience. We believe that markets work, proper diversification reduces volatility, risk and return are related and portfolio structure determines performance. We partner with low cost and highly efficient mutual fund families in constructing client portfolios that are built for the long term and are tax efficient. To further Bob's quest to better serve clients he has founded Touchstone Pathway (www.touchstonepathway.com), a customizable client data gathering software service to help advisors know their clients at a deep and personal level and help clients stay the course towards achieving their heartfelt goals and aspirations as their life ebbs and flows.... See More

Beth Pickenpaugh, CDFA, CFP, MS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Guardian Wealth is a fee-only financial planning and wealth management firm with policies and procedures that ensure a fiduciary client-advisor relationship based on good faith, truth, confidence and candor. The firm is proactive with any disclosures of conflicts of interest that may impact it's clients and shall not accept any referral fees or compensation that is contengient upon the purchase or sale of a financial product. All financial plans are written in-house and the firm handles it's own portfolio managment accounting. ... See More

John Anderson, AIF, CFP
Passionate about helping you discover your true wealth, we provide comprehensive financial planning and wealth management services. We deeply believe that true wealth is found in the experiences of life and money is the tool that brings those moments to life. Through financial planning and wealth management, we help you prepare for your future and execute strategies designed to get you where you want to be. Typical services include: Financial, Retirement, College, Tax, and Estate Planning Investment management Charitable giving strategies and counsel Business consulting
Please visit our website www.cypresswm.com for more detailed information on how working with Cypress Wealth Management can be one of the best decisions you make on your journey to discovering your True Wealth.... See More

Sam Fawaz, BBA, CFP, CPA, MST
Our mission is to help you reach your dreams and enjoy financial peace of mind through personalized financial plans and tailored investment strategies. We strive to be your unbiased, trusted financial coordinator and be a resource to you on any money matter that you care about.... See More

Michael Ryan, CFP, MBA
Seven Oaks Financial Planning is a holistic, fee-only planning firm. We are also members of the Alliance of Cambridge Advisors and specialize in helping middle and upper income families reach their financial goals and avoid the pitfalls of a complicated financial market place. We accept no commissions from any source and place our clients' interests above our own. Our primary concern is to see our clients succeed.... See More

Derek Kennedy, CFP
Kennedy Wealth Management offers a broad range of expertise and customized services including financial planning, investment management, and wealth management. Our clients cross the entire spectrum from Retirees/Near-Retirees seeking a solid game plan for retirement, to young families who are just starting to organize their finances with an eye to the future. We do not have any required minimums for financial planning services.Boomers appreciate working with a firm that provides the detailed analysis and advice that they need, alongside the relaxed and collaborative relationship that they want - a relationship that is based on a Fiduciary and Fee-Only service structure that eliminates the tension that exists with advisors that sell investment or insurance products. Gen X and Y appreciate that we are one of a very limited number of experienced firms that actively seek working with clients in their age group.... See More

Chris Brown, CFP
Patriot's fee-only financial advisors do not sell any products nor earn any commissions; their only source of income is from client advisory fees. Serving in this capacity, our advisors are legally bound to place clients' interests first, and as such are true fiduciaries. We strongly believe that this approach enables us to maintain the highest standards of objectivity. By removing any conflict of interest, we can provide unbiased and independent advice. As a result, clients have the confidence that their Patriot advisor works only for them... See More

Kevin Gormley, CFP, CPA, MAcc
` ` Our Mission
Help clients and businesses build and protect wealth in order to achieve their dreams and goals. Additionally, bring financial peace of mind and prosperity to clients with competent, professional leadership and education.
Develop a written financial plan
Written plans help you accomplish your lifestyle goals and objectives. Independent studies repeatedly show that people who take the time to develop a written financial plan WILL do better. Furthermore, you will enjoy greater peace of mind knowing that you and your family are on the right path to accomplishing your financial goals. Investment Management
We utilize a process-driven investment approach along with an in-depth understanding of asset allocation, diversification and behavioral finance to maximize your investment returns. ... See More

Landon Loveall
At KB Financial Advisors our mission is to help you capture the "compound return on good decisions."

We all face the same problem when it comes to money. We have too many things to think about and too little time to figure out what to do.

The impact of our work is making your life easier. We will help you arrive at better decisions faster.

The result is that each good decision builds like compound interest in an investment account.

Start today by contacting us to schedule your introductory phone call.... See More

Troy Von Haefen, CFP
Von Haefen Financial Management focuses on your goals and works with you on all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. Financial Planning isn't just about investments. Financial Planning is coordinating your entire financial picture to make sure it's working for you, not against you. We structure your financial plan based on what's important to you. By understanding your goals, values, and needs, we can better assist you on your financial journey. ... See More

Wealth management services for active and retired corporate executives of publicly-traded companies.