Arons & Associates Divorce Mediation
“Sandy was a thorough and fair mediator who carefully reviewed our financial records and considered both the immediate and long-term financial well-being of each of us.”
Best Financial Advisors in Brentwood, TN
24 firms listed · all 24 in Brentwood · 19 rated 4.5+
Data verified October 18, 2026
Roy Matlock Jr. Advisory
“If you want a straight answer, and sound financial advice, you can trust Roy Matlock, and the recources he has available.”
Keystone Financial Resources
“Thanks to Jonathan we were able to retire many years before we thought we'd be able.”
Waterford Tax Group
“The Waterford Team has guided us through our accounting and tax processes with great customer service and expertise.”
Cadence Wealth Advisors
“I have been working with Tyler Dickie at Cadence Wealth Advisors for many years and his attention to detail is outstanding.”
Horlacher, Williams + Lowery, PLC
“Todd is a straightforward guy that will keep you in compliance while taking advantage of tax breaks small to large businesses.”
The 24 firms listed for Brentwood, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brentwood, TN
All 24 firms we list here are in Brentwood itself. We have 47 firms in Brentwood on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.4 to 5.0 across 323 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), investment management (2), retirement planning (2) and tax planning (2). 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 3 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 15 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Brentwood take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Schadel Financial Group
“He is extremely knowledgable of the strategies to use during the ups and downs and provides wise direction for our investment growth.”
Luken Wealth Management
“Greg personally works with each client as well as developing an entire team dedicated to managing every aspect of individual financial plans.”
Afton Advisors
“Very professional service - incredibly helpful in understand where we are in our life journey and how we should adjust for the most safety.”
GA Pincus Funds
“I've worked with Gabe for several years now and have always been impressed with his responsiveness and thorough understanding of the markets and technology he offers.”
Southern Oak Wealth Group
“The team at Southern Oak is truly the best of the best.”
Lbmc Nashville
TBH Advisors
“Very knowledgeable and uses common sense practices.”
Secure Financial Group
McCall Wealth Advisors
Caldwell Advisors
Erisa Consultants
Portus Capital Management
“David is and has been for a long time my go-to guy for financial advice.”
Granite Retirement and Tax Advisory
“The best they make you feel like family.”
Robert E. Payne, CFP
Seven Springs Wealth Group
Trustcore
J. Mark Nickell & Company
Croxall Capital Planning
Why these companies made our list
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