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EPM Financial
- Advisor
“They walk you through the process of investing and will make sure you understand how your money is being invested.”
Best Financial Advisors in Mt. Juliet, TN
24 firms listed · 4 in Mt. Juliet · 2 open weekends · 22 rated 4.5+
Data verified October 16, 2026
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Vista Points
“Great workers, A1.”
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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.”
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Human Financial Health
“Rocco knows all the ins and outs of the tax code and you will not find a better tax preparer to fit your needs.”
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Collier Wealth Management
- Future
- Goals
- Team
“We've had the pleasure of working with Kevin over the past couple of years, and can confidently say that his expertise and dedication have made a significant positive impact on our financial journey.”
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Brody Tax and Accounting Services
“After having a terrible experience at H&R block I went ahead and decided to go to a CPA.”
The 24 firms listed for Mt. Juliet, 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: Mt. Juliet, TN
Of the 24 firms we list here, 4 are in Mt. Juliet itself and 20 come from towns including Hendersonville (8, 9 mi), Nashville (6, 15 mi) and Brentwood (3, 21 mi). 23 of the firms on this page have a rating, from 4.3 to 5.0 across 422 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (4), business services (3), back taxes owed (2), bank financing (2) and bankruptcy (2). 4 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 52 years. 4 offer payment plans; 2 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 list a public email and 2 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.
Why are financial advisers outside Mt. Juliet listed here?
4 of the 24 firms are located in Mt. Juliet. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Wood Financial Group
- Goals
- Retirement
- Team
“I spent years watching my accounts go up and go down but now I have a wonderful, conservative portfolio that I don't have to worry about when the market goes down.”
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Arons & Associates Divorce Mediation
- Settlement
- Children
- Financial
“Her financial expertise was particularly useful for moving efficiently through matters pertaining to the division of assets, and she kept the best interest of our children front and center while working with us to develop a parenting plan.”
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US Tax Services
“Simply put....”
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Baker Sullivan Hoover
- Financial
“Fortunately for me, Jay is well versed in the realm of handling auditors and the bill came in at less than a tenth of what it could have been (90% less than the average audit bill).”
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Chad Richards, Partner - Rock Castle Wealth Advisors
- Financial Advisor
- Confidence
- Retirement
“He is always very aware of trends and potential issues that occur in the market and is quick to discuss with us any implications they may have as well as changes to our portfolio to minimize risk or further enhance our investments.”
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Cadence Wealth Advisors
- Investment
- Trust
- Tax
“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.”
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Sean Roach & Associates
“Sean Roach and Taylor Hooks have been doing my personal and business axes for many years and always do an amazing job!”
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Barnes Tax & Financial Services
“Very Professional and knowledgeable CPA firm.”
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Echelon Wealth Strategies
- Financial Advisor
- Expertise
“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...”
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BC Holdings of TN
- Understanding
- Knowledge
- Innovative
“As wealth building educators who genuinely care about people, they use unique and innovative methods to teach families, individuals and employees the importance of closing the wealth knowledge gap and the strategies available to make it a reality.”
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Guided Wealth Financial Partners
“Over 10 years of guidance thank you Scotty, Eric and Clay!!”
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C David Pitzer
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Chuck Porter, CPA
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Clearview Financial Group
“I always feel like Kevin takes the time necessary to answer any questions that I may have and to be sure that I have all the information available to make a good decision.”
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Hillis and Clark, Cpas
- Questions
“I enjoyed the face-to-face interaction with our accountant, Steve Clark, who answered questions and explained exactly what was going on every step of the way.”
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Star Financial
“But they need one or two more windows to help customers.”
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Wealth Legacy Planners
“I have been with legacy for 15 years they do a great job for me with my investments.”
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Joshua B. Crutcher, CPA
“Highly Recommend!”
Why these companies made our list
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