Best Financial Advisors in Brentwood, TN

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Brentwood area.

Retirement Renegade

Retirement Renegade

(50)
  • Meeting
  • Movie
  • Annuities
“Andrew and his staff were very warm and welcoming every time I was in the office from offering me homemade cookies or a drink to Andrew himself carrying a thank you gift to my car.”
Licensed, BBB Accredited
In Business Since 2012
278 Franklin Rd Suite 260, Brentwood, TN 37027
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Arons & Associates Divorce Mediation

Arons & Associates Divorce Mediation

(49)
Will You Need to go Back to Work?, How Should the Expenses For the Children be Divided?, How Much Alimony do You Need or, Can You Afford to Pay?
“I'm not much of a "religious man" but during this EXTREMELY difficult period of my life, i asked the heavens for someone that was cool, fair, and reasonable to come along to help sort this mess out.”
In Business Since 2008
750 Old Hickory Blvd Bldg Two, Brentwood, TN 37027
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Lbmc W Squared

Lbmc W Squared

(1)
PCI Data Security Standards, Sox, Coso, Cobit, IT Internal Audit
“W Squared has been a great partner with our distributor business in helping us with Microsoft CRM customization, reports, and help desk support, as well implementation of the Inventory component of Microsoft Great Plains!”
Accepts All Major Credit Cards
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2009
3 Maryland Farms, Brentwood, TN 37027
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Keystone Financial Resources

Keystone Financial Resources

(9)
  • People
“Great people, products and service!”
Licensed, BBB Rating: A+
In Business Since 2001
7112 Crossroads Blvd #101, Brentwood, TN 37027
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Waterford Tax Group

Waterford Tax Group

(3)
Real Estate Listings
“They help us reconcile our books each month, help the company stay compliant with tax changes, and have helped me make the right moves to keep my business on track.”
Licensed, BBB Rating: A+
In Business Since 1993
105 Westpark Dr Suite 190, Brentwood, TN
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Cadence Wealth Advisors

Cadence Wealth Advisors

(26)
  • Investment
  • Trust
  • Patient
“Debbie stays in constant communication with me and I receive monthly emails from her keeping me updated on how the marketplace is doing and how that effects my investments, as well as receiving a monthly statement.”
Free Initial Consultation
In Business Since 2020
1616 Westgate Cir #230, Brentwood, TN 37027
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Horlacher, Williams + Lowery, PLC

Horlacher, Williams + Lowery, PLC

(12)
Tax, Estate & Trust, Financial Planning
“I used to have an amazing accountant who retired, and I was forced to switch to a subpar company that was not good at handling all the complexities of small business.”
Family Business
5214 Maryland Way #207, Brentwood, TN 37027
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Echelon Wealth Strategies

Echelon Wealth Strategies

(9)
  • Expertise
  • Financial Advisor
“I have worked with Mark Wade, the Principal of Echelon Wealth Strategies, LLC for many years, and I have found him to be exceptional in all aspects of our relationship, including subject matter expertise, problem solving, response to my inquiries, et...”
Transparent Fees & Pricing
In Business Since 2005
320 Seven Springs Way Suite 250, Brentwood, TN 37027
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GA Pincus Funds

GA Pincus Funds

(12)
  • Financial
  • Patient
  • Market
“Gabe has been extremely helpful, transparent, and patient in explaining his financial investment strategies and his outlook on the market in a very direct manner.”
In Business Since 2015
1574 Woodberry Ct, Brentwood, TN 37027
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Roy Matlock Jr. Advisory

Roy Matlock Jr. Advisory

(8)
  • Life Insurance
“I am impressed with his commitment to take care of his clients and customers, and I've never felt that he did not go the extra mile to take care of my needs.”
Offers Financing Options
In Business Since 2001
1802 Williamson Ct Suite 101, Brentwood, TN 37027
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Lbmc

Lbmc

(3)
PCI Data Security Standards, Sox, Coso, Cobit, IT Internal Audit
“Cool place”
Remote Consultations Available
In Business Since 1995
201 Franklin Rd, Brentwood, TN 37027
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Afton Advisors

Afton Advisors

(6)
  • Goals
“I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times.”
Transparent Fees & Pricing
In Business Since 2019
9005 Overlook Blvd, Brentwood, TN
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Southern Oak Wealth Group

Southern Oak Wealth Group

(4)
Family Legacy Planning, Exit Planning For Business Owners, Investment Services
“The entire team has a wealth of knowledge that is not just about investments but also covers financial planning, wealth transfer and asset management, diversification and allocation to banking and lending solutions.”
CRPC Certified
In Business Since 2019
5205 Maryland Way Suite 320, Brentwood, TN 37027
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Secure Financial Group

Secure Financial Group

Retirement Planning, Estate Planning, Life Insurance
“Older Americans Greater Fear is Outlasting their savings, a surprising poll shows. Furthermore (92 percent) agreed that the United States is facing a crisis in our Retirement system.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2008
205 Powell Pl #352, Brentwood, TN 37027
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McCall & Associates

McCall & Associates

“Whether you've saved throughout your whole life, recently sold your business, or have big goals and a lot of moving parts, you need a clear plan to use your resources well. The problem is, it takes a lot of time and energy to manage your wealth succe...”
Accepts All Major Credit Cards
In Business Since 1992
5217 Maryland Way Suite 401, Brentwood, TN
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Waddell & Associates

Waddell & Associates

(2)
Strategies For Business Owners, Investments, Wealth Planning & Protection
“As a entrepreneur, it is great to know my family has a CFO level advisor looking out for our personal as well as business finances.”
Family Business
Accepts All Major Credit Cards
In Business Since 2008
3 Maryland Farms Suite 190, Brentwood, TN 37027
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Portus Capital Management

Portus Capital Management

(1)
Links
“Nick was GREAT”
In Business Since 2012
109 Westpark Dr #190, Brentwood, TN 37027
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Granite Retirement and Tax Advisory

Granite Retirement and Tax Advisory

(1)
“The best they make you feel like family.”
Family Business
In Business Since 2017
1730 General George Patton Dr Suite 104, Brentwood, TN
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Robert E. Payne, CFP

Robert E. Payne, CFP

Tell A Friend
“Welcome to our website! We trust you will find our website helpful - an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can h...”
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2004
205 Powell Pl, Brentwood, TN 37027
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Flexible Financials

Flexible Financials

(1)
“I don't believe ANYONE could have provided the help, guidance and expertise that Flexible Financials provides.”
In Business Since 2005
8303 James Robertson Ct, Brentwood, TN 37027
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Trustcore

Trustcore

“Establish the foundations for your financial future when you partner with wealth management advisors at CAPTRUST. As trusted experts, we're committed to helping you achieve your unique financial challenges. Through our centralized model, our advisors...”
Licensed, BBB Rating: A+
In Business Since 1987
5314 Maryland Way Suite 300, Brentwood, TN 37027
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Seven Springs Wealth Group

Seven Springs Wealth Group

“At Seven Springs Wealth Group, we look at each person as an individual with unique needs and aspirations. That is why our team has always focused on providing not only comprehensive planning, but also customized wealth management solutions, so each c...”
In Business Since 2021
340 Seven Springs Way Ste 710, Brentwood, TN 37027
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Neto Financial Group

Neto Financial Group

Tax Services, Small Business Services
“Whether you're just starting out or growing your business, our services will allow you to focus on growing your business profitably. Our Brentwood based financial advisors can help you reach your financial & accounting goals.”
Remote Consultations Available
In Business Since 2005
1612 Liberty Blvd STE 218, Brentwood, TN 37027
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TBH Advisors

TBH Advisors

Tax Planning, Retirement Plans, Estate Advice & Legacy Planning
“TBH partners with high-net-worth individuals, including business owners, executives, and professional athletes. Through a combination of comprehensive planning and personalized financial services, we help our clients build, manage, and preserve their...”
Free Initial Consultation
In Business Since 2015
6 Cadillac Dr #300, Brentwood, TN 37027
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Retirement Planning and Investment Management Services in Brentwood, TN Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 285 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 285 cost profiles.

Why these companies made our list

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