Financial Advisors in Tennessee
Showing 1-8 of 9 advisors
Nashville, TN
Joshua Berdet
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningDebt Management+3
Typical Clientele
Corporate ExecutivesDentists+2
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
11 years
Memphis, TN
Tripp Yates
Eaglestrong Financial
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningTax Minimization Investment Strategies+1
Typical Clientele
Business OwnersDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Brentwood, TN
Scott Buell
FLAGSHIP FINANCIAL ADVISORS
Specialties and Expertise
College PlanningTax Minimization Investment StrategiesRetirement Income+3
Typical Clientele
RetireesNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 years
Franklin, TN
David Singer
TBH Advisors
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
Business OwnersEntrepreneurs+3
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
16 years
NASHVILLE, TN
James "Blake" Bowman
Wave Wealth Planning, LLC
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
New InvestorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Memphis, TN
Jonathan McAlister
Kimery Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningCash Flow Analysis+10
Typical Clientele
RetireesBusiness Owners+16
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 years
Franklin, TN
Mitch Anderson
EFinancial Alliance
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningBusiness Ownership Strategies+1
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
12 years
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years