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Jana Lisle Parham

CFP®, CIMA®, CPWA®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Tennessee and the surrounding communities.

UBS Financial Services, Inc

3102 West End Ave, Ste 500
Nashville, TN 37203
(615) 750-8171

Mindy S. Hirt

CFP®

Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Argent Trust Company

3102 West End Avenue, Suite 775
Nashville, TN 37203
(615) 385-2718

Mitchell K. Anderson

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Financial Advisor serving Tennessee and the surrounding communities.

E|Financial Alliance

106 Mission Ct, Suite 703
Franklin, TN 37067
(615) 567-5867

Michael Shea

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Tennessee and the surrounding communities.

Applied Capital

562 Stevenson Street
Nashville, TN 37209

Applied Capital

40 Music Square East
Nashville, TN 37203
CONNECT WITH Michael
  • linkedin link

Steve Martin

JD, CPA, CFP®

Wealth Planning Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Oasis Wealth Planning Advisors, LLC

2550 Meridian Blvd, Suite 200
Franklin, TN 37067

Oasis Wealth Planning Advisors, LLC

600 12th Ave. S.
Nashville, TN 37203

Oasis Wealth Planning Advisors, LLC

941 West Morse Boulevard
Winter Park, FL 32789
(407) 434-9698
CONNECT WITH Steve
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  • youtube link

Jay Healy

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Century Wealth Management

1770 Kirby Pkwy, Ste 117
Memphis, TN 38138
(855) 850-5532
(901) 850-5532

Justin A. Goodbread

CFP®, CEPA

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Heritage Investors, LLC

11470 Parkside Dr, Suite 201
Knoxville, TN 37934
(865) 690-1155
CONNECT WITH Justin
  • facebook link
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  • youtube link

Ray W. Brandon

CFP®, CFA, CLU, ChFC

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Tennessee and the surrounding communities.

Brandon Financial Planning, Inc.

PO Box 770870
Memphis, TN 38177-0870
(901) 324-6600

Whit Smith

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Ameriprise Financial Services, Inc.

213 Overlook Cir, Ste A2
Brentwood, TN 37027
(888) 665-5059
(615) 234-7526

Darryl L. Edmonds

CFP®

Founder/Chairman

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

TrustCore

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 377-1951

Bryan S. Jones

CPA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Tennessee and the surrounding communities.

CPA Consulting Group, PLLC

109 Kenner Ave, Ste 100
Nashville, TN 37205
(615) 322-1225

Rose Swanger

MBACFP®RICP®CDFA®

Principal of Advise Finance, LLC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Advise Finance, LLC

123 Center Park Dr, St 216
Knoxville, TN 37922
(865) 567-9939

Keith Kirk, Jr.

CFP®

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Ameriprise Financial Services, Inc.

9037 Poplar Ave #102
Germantown, TN 38138-7854
(901) 312-5085

Jenny Wilson

CFP®

Director of Financial Planning

Specialties:

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Sailer Financial, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
(615) 370-1253

David J. Moore

CFP®

Chief Operating Officer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Compass EMP Funds, LLC

213 Overlook Cir, Ste A-1
Brentwood, TN 37027
(615) 620-8600

Anthony P. Shea

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Glad Financial Services IncInc

161 Belle Forest Circle, Suite 202
Nashville, TN 37221
(615) 467-3218

David H. Jeffries

CFP®, RICP®

Financial Professional

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Imbrey & Asspciates

1322 Dowell Springs Blvd
Knoxville, TN 37909
(865) 588-9333

Robert M. Crouch

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Crouch Investment Group. Inc.

16 Victoria Way
Fairfield Glade, TN 38558
(720) 529-5799

Joseph L. Wilder

CFP®, AIF®, CLTC

Managing Partner

Specialties: Comprehensive Financial Planning

Financial Advisor serving Tennessee and the surrounding communities.

CFH Financial Services, INC.

5050 Poplar Ave, Ste 1204
Memphis, TN 38157
(901) 761-1490
(901) 761-1490

Andrew Quinn

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Quinn Financial Partners

2726 Larmon Drive
Nashville, TN 37204
(615) 297-3434

Lisa B. Dreher

CPA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Dreher Advisory Services, PLLC

565 Marriott Dr, Ste 810
Nashville, TN 37214
(615) 369-5141

Randall S. Lee

CFP®

CFP

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial, Inc.

5314 Maryland Wy, Ste 300
Brentwood, TN 37027
(615) 369-1430

Kimberlee A. Spencer

CFP® CDFA®

RIA

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

The Nalls Sherbakoff Group, LLC

9724 Kingston Pike, Suite 704
Knoxville, TN 37922
(865) 691-0898
CONNECT WITH Kimberlee
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Kevin S. Proffitt

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Northwestern Mutual Investment Services, LLC

110 Triplett Ln
Knoxville, TN 37922
(865) 251-5120

Steve T. Church

CFP®

Chief Manager

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Investment Management,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Creative Planning Concepts, LLC

2209 Crestmoor Rd Ste 100, PO Box 150206
Nashville, TN 37215-2033
(615) 292-6691

Michael R. Wallin

CFP®, LUTCF

President

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Mountain Brooke Wealth Management, LLC

2705 Douglas Lane
Thompsons Station, TN 37179

Mountain Brooke Wealth Management, LLC

109 Holiday Court
Franklin, TN 37179
(888) 302-5559

Erik C. Milam

CFP®, RLP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1423

Charles P. Mattingly

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Leading Edge Financial Planning

6921 Office Park Circle
Knoxville, TN 37909
(865) 240-2292

Roger H. Reed

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(800) 370-1270
(615) 370-1270

Timothy R. Murphy

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

CapWealth Advisors LLC

3000 Meridian Blvd, Ste 250
Franklin, TN 37067
(877) 262-2650
(615) 778-0740