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William B. Howard, Jr.

ChFC®, CFP®

President/CEO

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

William Howard & Co. Financial Advisors, Inc.

6410 Poplar Ave, Ste 330
Memphis, TN 38119
(901) 761-5068

David A. Rhodes

CFP®, ChFC®, AIF®

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

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

Mt. Juliet Advisors

9695 Lebanon Rd, Ste 130
Mount Juliet, TN 37122-5538
(615) 953-9487
CONNECT WITH David
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Jason L. Ball

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Ball & Company

2000 Mallory Lane, Suite 130-399
Franklin, TN 37067
(888) 375-2244
(888) 375-2244
CONNECT WITH Jason
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Kathleen S. Parks

CFP®, CRPS

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Apella Wealth

10414 Jackson Oaks Way, Ste 101
Knoxville, TN 37922
(865) 978-6349

Lechelle L. Moore

CFP®

Sr. Vice President

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

UBS Financial Services, Inc.

3102 West End Avenue, Suite 500
Nashville, TN 37203
(800) 251-1060
(615) 750-8151

Mark T. Pierce

CFP®

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

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

EP Wealth Advisors

3835 CLEGHORN AVE, Ste 250
Nashville, TN 37215-2578
(615) 292-6889

Kevin S. Proffitt

CFP®

Founding Partner and 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.

Axiom Wealth Management - Northwestern Mutual

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

J. Chad Jordan

CFP®

Managing Member

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Processus Wealth & Capital Management, LLC

1635 Valle Verde Dr
Brentwood, TN 37027-5672
(615) 306-3414

Craig L. Torbett

CFP®, CDFA™, APMA®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

102 W Springbrook Dr
Johnson City, TN 37604
(423) 930-8959
CONNECT WITH Craig
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David W. Walden

CFP®

Financial Advisor

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

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

Wilson Bank & Trust/Raymond James

623 W Main St
Lebanon, TN 37087-3404
(615) 443-6531
CONNECT WITH David
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Kimberlee A. Spencer

CFP® CDFA®

RIA

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Next Step Financial, your place to flourish

1328 Perkins St
Alcoa, TN 37701-2355
661-9856
(865) 661-9856
CONNECT WITH Kimberlee
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Roger H. Reed

CFP®

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

9028 Southerland Pl
Brentwood, TN 37027-8538
(615) 370-1270

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

Jason B. Frazier

CFP®, ChFC®, AIF®

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

Financial Advisor serving Tennessee and the surrounding communities.

Capital Financial Group / CPRG

5100 Poplar Avenue, Suite 2300
Memphis, TN 38137
(901) 748-8888

Kevin N. Gormley

CPA, PFS, CFP®

Planner

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Leading Edge Financial Planning

6921 Office Park Cir
Knoxville, TN 37909
(865) 617-6237

Rose Swanger

MBACFP®RICP®CDFA®EA

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

Kerry R. Morris

CFP®

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

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

Assurance Financial Partners LLC

348 Cool Springs Blvd.
Franklin, TN 37067
(615) 764-0016

Steven L. Dick

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Sapiat Asset Management, LLC

705 Professional Plaza Dr, Suite 2
Greeneville, TN 37745
(423) 636-1800
CONNECT WITH Steven
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Cliff Taylor

CFP®

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.

TrustCore Financial Services

5314 Maryland Way, Suite 300
Brentwood, TN 37027
(615) 369-1421

David A. Hodges

CFP®

Principal

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Integra Wealth, LLC

101 W 21st St
Chattanooga, TN 37408-2535
(423) 664-0344

Robert E. Kloss

CFP®, JD

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

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

ClearPlan Financial Inc.

3732 Channel Dr
Louisville, TN 37777-3124
(716) 312-7424

Mikael W. Jacobs

CFP®

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

Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 370-1302

Nicholas Vantrease

CFP®

Managing Member, Wealth 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.

Provident Wealth, LLC

PO Box 24534
Knoxville, TN 37933
(865) 292-2540
CONNECT WITH Nicholas
  • linkedin link

Nicholas Hughes

CFP®, AIF®

Founder & Wealth Advisor

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

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

Wealthbright Advisors

2115 Chapman Rd, Ste 125
Chattanooga, TN 37421-1606
(423) 648-9826
CONNECT WITH Nicholas
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Jonathan P. Bednar, II

CFP®

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

Financial Advisor serving Tennessee and the surrounding communities.

2099 Thunderhead Rd, Suite #201
Knoxville, TN 37922
(865) 251-0808
CONNECT WITH Jonathan
  • facebook link
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Leighton Liles

CPA, CFP®, CPWA®

Vice President

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

Financial Advisor serving Tennessee and the surrounding communities.

Baird

1600 West End Ave, Suite 100
Nashville, TN 37203-1752
(615) 341-7041
CONNECT WITH Leighton
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Margo Dover

CFP®

Chief Investment Officer, Financial Planner

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

J. Mark Nickell & Co

109 Westpark Dr, Ste 350
Brentwood, TN 37027-5040
(615) 371-6622
CONNECT WITH Margo
  • linkedin link

J. L. Crain, III

CFP®

Certified Financial Planner

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

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

First Citizens Investment Services

1939 Hazelton Dr
Germantown, TN 38138-2658

First Citizens Investment Services

3668 S Houston Levee Rd
Collierville, TN 38017

Curtis Chad Henson

CFP®

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Paul Winkler, Inc

583 Goodman Dr
Gallatin, TN 37066-6766

Paul Winkler, Inc

3050 Business Park Cir
Goodlettsville, TN 37072-3588
(615) 830-6672
CONNECT WITH Curtis
  • linkedin link