Best Financial Advisors near Lebanon, TN

There are no firms listed in Lebanon itself yet; the 10 below are the closest options, from towns including Mt. Juliet (4, 9 mi), Gallatin (3, 14 mi) and Hendersonville (2, 16 mi).

6 rated 4.5+ · 2 show a license

Data verified October 18, 2026

Complete Wealth Management

Complete Wealth Management

5.0 1 review
“Ryan and Bryan are always there to serve individual needs to the best of there ability 24/7.”
Since 2017
Mount Juliet, TN · 9 mi from Lebanon
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Elderlife Financial

Elderlife Financial

4.6 93 reviews
“Sara was a huge help from ElderLife and we would not have been able to get my parents into a better home without her help!”
Virtual consultationsLicensedSince 2002
Hendersonville, TN · 16 mi from Lebanon
i
Chad Richards, Partner - Rock Castle Wealth Advisors

Chad Richards, Partner - Rock Castle Wealth Advisors

5.0 33 reviews
“He is knowledgeable, skilled, and has managed to create a plan for us that has us 100% on track to retire at the time we want and with a financial plan securely in place”
Since 2021
Hendersonville, TN · 16 mi from Lebanon
i
EPM Financial

EPM Financial

5.0 6 reviews
“Always a phone call away and has offered me some great avenues that are growing my portfolio”
3 attorneysVirtual consultationsSince 2010
Mount Juliet, TN · 9 mi from Lebanon
i
Paul Winkler

Paul Winkler

4.5 2 reviews
“Some of the paperwork in my case is very confusing and they have worked with me every step of the way on it.”
LicensedSince 2015
Gallatin, TN · 14 mi from Lebanon
i
Vista Points

Vista Points

3.0 1 review
Since 2003
Mount Juliet, TN · 9 mi from Lebanon
i

The 10 firms listed for Lebanon, 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: Lebanon, TN

7 of the 10 firms on this page have a rating, from 3.0 to 5.0 across 222 reviews; 1 has 50 or more reviews and 6 are rated 4.5 or higher. 2 show a license on their websites. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 5 publish a contact page; 7 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Human Financial Health

Human Financial Health

5.0 2 reviews
“They are always there when you need them and their follow-up is fast and efficient.”
Mount Juliet, TN · 9 mi from Lebanon
i
Atlas Financial Management

Atlas Financial Management

Since 2022
Gallatin, TN · 14 mi from Lebanon
i
Glover Financial Group

Glover Financial Group

Free consultationSince 2011
Hermitage, TN · 14 mi from Lebanon
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Financial Partners Group

Financial Partners Group

Since 2003
Gallatin, TN · 14 mi from Lebanon
i
HomeWealth Management AdvisorsTennesseeLebanon, TN

Why these companies made our list

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