Kibbel Financial Planning
“Steven works on my small business finances as well as my personal finances and I could not recommend him more.”
Best Financial Advisors in Franklin, TN
22 firms listed · all 22 in Franklin · 19 rated 4.5+
Data verified October 21, 2026
Cummings CPA Services
“My return was processed the same day of our initial meeting, and was submitted to the IRS the next day.”
Beacon Capital Management
“Everyone goes out of their way to help me and my family understand the complex details of our investments.”
Ramsey Solutions
“I got to talk to both George and John momentarily and they are both so classy.”
William Bevins Financial Advisor & Planner
“William has a deep understanding of the financial market and has consistently gone above and beyond to ensure my financial goals are met.”
Elevated Wealth Management
“To all the single ladies looking to delegate management of your retirement funds, Eric and Jennifer Fritts have been the answer I was looking for.”
The 22 firms listed for Franklin, 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: Franklin, TN
All 22 firms we list here are in Franklin itself. We have 45 firms in Franklin on file; this page shows the highest-rated 22. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 631 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". The services the firms on this page list most often on their websites are financial planning (4), estate planning (3), retirement planning (3), tax planning (3) and wealth management (2). 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 22 of the firms on this page; 16 publish a contact page; 18 list a public email and 5 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 Franklin take financial planning bookings online?
5 of the 22 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.
Capwealth
“They are very knowledgeable and always there to answer questions or give advice.”
EKC Financial Solutions
“I have worked with Clay both on an individual and corporate level and I would highly recommend Clay to any company who wants the best for their employees from a fair and honest financial advisor.”
Cash Flow Architects
“My family will appreciate the time you spent with me in the decades to come since we set the right foundation up for our future.”
Compass Advisory Group
“I would highly recommend Andrew and his staff for all of your financial planning needs.”
The Wealth Management Group
The Breakaway League
“I think one of the biggest benefits I've gotten from my association with the league, is to learn how to better communicate with my clients.”
CAP Partners
Aspen Grove Asset Management
Dobyns McMillin Wealth Team
“The Dobyns Wealth Team's wealth of knowledge and experience when it comes to building a financial plan is second to none.”
Summit Wealth Group
“They have set us up to be confident and secure in our financial health for years to come.”
Guardian Tax Consultants
“Great guy that will put your needs ahead of himself.”
Kramer Financial Group
Wellspring Financial Solutions of Raymond James
Efinancial Alliance
Carlton Wealth
“Kyle Carlton and Adam Mc Knight keep our needs in mind and clearly advise us to changing markets and advise us to our particular needs.”
Premier Capital Management
Why these companies made our list
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