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Complete Wealth Management
“Ryan and Bryan are always there to serve individual needs to the best of there ability 24/7.”
Best Financial Advisors near Lebanon, TN
There are no firms listed in Lebanon itself yet; the 24 below are the closest options, from towns including Hendersonville (7, 16 mi), Mt. Juliet (4, 9 mi) and Brentwood (4, 28 mi).
18 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Wood Financial Group
- Market
- Taxes
- Retirement
“As my husband and I (both nurses) look toward our retirement with anticipation and excitement, we have trusted Wood Financial Group to take care of all our financial needs.”
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Chad Richards, Partner - Rock Castle Wealth Advisors
- Funds
- Portfolio
- Confidence
“We recommend Chad and his partners at Rock Castle Wealth to anyone who is looking for a wealth manager who is knowledgeable, easy to talk to and a excellent communicator.”
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Cadence Wealth Advisors
- Patient
- Trust
- Questions
“Initially, as a new client, I had lots of questions and he was very patient and took the time to explain everything until I felt comfortable in knowing that he would steer me in the right direction to achieve my goals.”
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Guided Wealth Financial Partners
“I was a bit nervous about the whole thing till I got there then that was gone.”
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EPM Financial
- Advisor
“I have interviewed more wealth management companies than I can even express and never moved forward because the trust wasn't there.”
The 24 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
19 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 489 reviews; 4 have 50 or more reviews and 18 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business services (3), tax services (3), services for individuals (2), services for quickbooks (2) and strategic business planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 3 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 18 list a public email and 3 take 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.
Do firms listed for Lebanon take financial planning bookings online?
3 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.
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Vista Points
“Great workers, A1.”
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Paul Winkler
“When you're named a fiduciary and accept the role, you must – by law – manage the person's money and property for their benefit, not yours.”
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Human Financial Health
“They are always there when you need them and their follow-up is fast and efficient.”
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Stonebridge Capital Advisors
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Financial Wellness Solutions
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Atlas Financial Management
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Glover Financial Group
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Financial Partners Group
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Retirement Renegade
- Meeting
- Team
- Income
“My husband and I were losing money in our IRA mutual funds at another firm on a constant basis and, since we're in our early 60's, it was especially frightning.”
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Collier Wealth Management
- Estate Planning
- Retirement
- Goals
“Collier and his family, and now he works with me to make informed decisions that will directly impact my future through responsible financial planning.”
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Brody Tax and Accounting Services
“I have been a client of ms Judy for years she is the best CPA that I've ever worked with.”
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Arons & Associates Divorce Mediation
- Fair
- Decisions
- Children
“This information allowed us to realize when compromise was necessary and ultimately allowed us to make confident, smart choices that were in the best interests of our family.”
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US Tax Services
“Simply put....”
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Baker Sullivan Hoover
- Financial
“From tax accounting to financial planning, life planning to just plain old good solid advice, that's what I count on from Jay, and the entire team at BSH.”
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Retirement
- Future
- Expectations
- Goals
“Nathan Cox (co-founder) took me out of a somewhat disastrous situation that I was in with a different financial planner, listened to my needs and expectations as well as risk adversity as I head into retirement.”
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Sean Roach & Associates
“We are a small business bogged down with our restaurant and they were able to help us get on track.”
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Barnes Tax & Financial Services
“These folks are great and fantastic to work with!”
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Echelon Wealth Strategies
- 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...”
Retirement Planning and Investment Management Services in Lebanon, TN Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 425 cost profiles
Why these companies made our list
What clients say about firms near Lebanon
- “They are responsive and knowledgeable. They have helped me make sure my retirement plans are on track and have provided guidance and feedback when I need it.” — client of Cadence Wealth Advisors
- “Andrew goes the extra mile to ensure that I am comfortable with the financial plan he has designed.” — client of Retirement Renegade
- “We are confident in our future and our financial plan because of the experience and leadership we get from Kevin and his team.” — client of Collier Wealth Management
- “Kevin does a tremendous job of listening to your goals and then puts a financial plan in place without being aggressive.” — client of Collier Wealth Management
- “Tyler is awesome to work with. He is able to explain investment advice in a way that is easy to understand.” — client of Cadence Wealth Advisors
Excerpts from public reviews of the firms listed on this page.
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