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Best Nashville, Tennessee Financial Advisors

Finding the right financial advisor can be a game-changer for your financial health. Nashville, Tennessee, is home to a host of top-notch financial advisors who are well-equipped to guide you through various financial decisions. Whether you are looking to invest, plan for retirement, or manage your estate, this guide will help you navigate the best options available in Nashville.

What to Look for in a Financial Advisor

Credentials and Experience

When choosing a financial advisor, credentials and experience are paramount. Look for advisors who hold certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These designations indicate a high level of expertise and commitment to professional standards. For example, Gabriel Talley at Edelman Financial Engines holds a CFP certification and brings 12 years of experience to the table, ensuring that clients receive seasoned and reliable advice.

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Services Offered

Financial advisors offer a range of services tailored to meet your specific needs. These can include financial planning, portfolio management, tax planning, estate planning, and retirement planning. M Capital Advisors provides comprehensive financial planning that includes retirement, education, estate planning, and investment analysis as part of their portfolio management fee, offering a holistic approach to financial health.

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Fee Structure

Understanding the fee structure of your financial advisor is crucial. Some advisors charge a percentage of assets under management (AUM), while others may have hourly rates or fixed fees. Covenant Partners, LLC uses a combination of AUM percentage, hourly charges, and fixed fees, providing flexible payment options to suit different client needs.

Reviews and Testimonials

Customer reviews can provide valuable insights into the quality of service you can expect. Look for reviews on trusted platforms like Yelp to see what other clients are saying. Tillman Hartley LLC, for example, has been praised for its personalized approach and commitment to client satisfaction.

Contact Information

Having easy access to your advisor’s contact information is essential for effective communication. Ensure that the advisor provides multiple ways to get in touch, including phone, email, and office visits. Pinnacle Financial Partners offers a wide range of contact options, ensuring clients can reach out conveniently.

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Best Financial Advisors in Nashville

Edelman Financial Engines

Location: 12 Cadillac Drive, Suite 450, Brentwood, TN 37027
Phone: 615-628-3204
Website: Edelman Financial Engines
Services: Comprehensive financial planning, investment management, retirement planning.
Credentials: CFP®
Fee Structure: Fee-based

Yelp Review Highlight:
“Gabriel Talley has been instrumental in guiding us through our retirement planning. His detailed approach and personalized service make all the difference.” – John D.

M Capital Advisors

Location: Nashville, TN
Phone: Not specified
Website: M Capital Advisors
Services: Financial planning, portfolio management, estate planning.
Credentials: Various certifications among team members.
Fee Structure: Percentage of AUM, hourly charges, fixed fees.

Yelp Review Highlight:
“The team at M Capital Advisors is exceptional in managing our investments and providing sound financial advice. Highly recommended for their professionalism and expertise.” – Sarah K.

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Covenant Partners, LLC

Location: 3811 Bedford Avenue, Suite 201, Nashville, TN 37215
Phone: 615-665-1801
Website: Covenant Partners
Services: Financial planning, portfolio management, estate planning, fiscal counsel services.
Credentials: Various certifications among team members.
Fee Structure: Percentage of AUM, hourly charges, fixed fees.

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Yelp Review Highlight:
“Covenant Partners has been fantastic in helping us navigate complex financial decisions. Their comprehensive approach covers all aspects of our financial life.” – Mike R.

Tillman Hartley LLC

Location: 40 Burton Hills Boulevard, Suite 200, Nashville, TN 37215
Phone: 352-335-9015
Website: Tillman Hartley
Services: Investment management, financial planning, tax planning.
Credentials: Various certifications among team members.
Fee Structure: Percentage of AUM, hourly charges, fixed fees.

Yelp Review Highlight:
“The personalized service at Tillman Hartley is unmatched. They truly care about their clients’ financial well-being and provide tailored advice that suits our needs perfectly.” – Lisa M.

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Pinnacle Financial Partners

Location: 150 3rd Ave S, Suite 900, Nashville, TN 37201
Phone: 615-744-3700
Website: Pinnacle Financial Partners
Services: Banking, investments, mortgage, trust, insurance, financial planning.
Credentials: Certified Financial Planner and Certified Financial Analyst.
Fee Structure: Not specified.

Yelp Review Highlight:
“Pinnacle Financial Partners has been a great asset in managing our financial portfolio. Their comprehensive services and expert advice have been invaluable.” – David B.

Flagship Financial Advisors

Location: 5200 Maryland Way, Suite 202, Brentwood, TN 37027
Phone: Not specified
Website: Flagship Financial Advisors
Services: Investment management, financial planning, retirement planning.
Credentials: CMFC®, CRPC®, AAMS®, AIF®
Fee Structure: Fee-only.

Yelp Review Highlight:
“Flagship Financial Advisors provided us with exceptional service and tailored advice that has significantly improved our financial situation. Their expertise is top-notch.” – Emily T.

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Tables of Key Financial Advisors

Here is a table summarizing the key details of the top financial advisors in Nashville:

Advisor Location Phone Services Offered Fee Structure Credentials
Edelman Financial Engines 12 Cadillac Drive, Suite 450, Brentwood 615-628-3204 Financial planning, investment management, retirement Fee-based CFP®
M Capital Advisors Nashville, TN Not specified Financial planning, portfolio management, estate planning Percentage of AUM, hourly charges, fixed fees Various
Covenant Partners, LLC 3811 Bedford Avenue, Suite 201, Nashville 615-665-1801 Financial planning, portfolio management, estate planning Percentage of AUM, hourly charges, fixed fees Various
Tillman Hartley LLC 40 Burton Hills Blvd, Suite 200, Nashville 352-335-9015 Investment management, financial planning, tax planning Percentage of AUM, hourly charges, fixed fees Various
Pinnacle Financial Partners 150 3rd Ave S, Suite 900, Nashville 615-744-3700 Banking, investments, mortgage, trust, insurance, financial planning Not specified CFP, CFA
Flagship Financial Advisors 5200 Maryland Way, Suite 202, Brentwood Not specified Investment management, financial planning, retirement Fee-only CMFC®, CRPC®, AAMS®, AIF®

Conclusion

Choosing the right financial advisor in Nashville can significantly impact your financial well-being. By considering factors such as credentials, services offered, fee structure, and customer reviews, you can find an advisor who aligns with your financial goals and needs. Advisors like Edelman Financial Engines, M Capital Advisors, Covenant Partners, LLC, Tillman Hartley LLC, Pinnacle Financial Partners, and Flagship Financial Advisors represent some of the best in Nashville, each bringing unique strengths and expertise to the table.

Ensure to reach out and schedule consultations with these advisors to discuss your financial objectives and determine the best fit for you. Happy financial planning!

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