Evan Hutcheson, CPA
“Evan was responsive and accommodating after I moved to Nashville and contacted his office last minute for tax prep.”
Best Financial Advisors in Nashville, TN
21 firms listed · all 21 in Nashville · 2 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 18, 2026
US Tax Services
Baker Sullivan Hoover
“They handled our Business return, personal return and helped with the accounting for our rental property.”
CPA Consulting Group
“I rest easy knowing that I can sit back and relax while they go above and beyond taking care of the details.”
Adams Wealth Partners- Nashville Wealth Management
“Adam's Wealth Management through Myles Zueger advised us on strategic investing of our money that have allowed us to reach our retirement goals years in advance with strong return income.”
Tax Factory Nashville Plus
“And feel like the tax preparer crossed all t's and dotted all i's!!!!”
The 21 firms listed for Nashville, 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: Nashville, TN
All 21 firms we list here are in Nashville itself. We have 54 firms in Nashville on file; this page shows the highest-rated 21. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 144 reviews; 19 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 investment management (4), estate planning (2), financial planning (2) and tax planning (2). 2 show a license on their websites; 2 list staff certifications (CFP) and 5 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 1996. 1 offers payment plans and 1 lists coupons or special offers. We have a website on file for all 21 of the firms on this page; 20 publish a contact page; 16 list a public email and 1 takes 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.
Barnes Tax & Financial Services
“With a new business I had lots of tax questions, and they went out of their way to help.”
Stephen & Associates
“Kyle walked me through the life insurance process and answered all of my questions.”
BC Holdings of TN
“I had so many beneficial takeaways from this class and did not hesitate to apply my newfound knowledge!”
Beyond Asset Management
“All I know is that my finances and company finally started producing when I stopped acting like I could handle it and hired Jim.”
Synergy Wealth Management
“He is very professional, educated and current on all the market activities.”
Lee Danner & Bass
“If you are looking for a company that has their finger on the pulse on wall Street and a Christian man to handle your Investments for you, this is the best company you could possibly have!”
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Cairn Financial Group
Wealth Management Group
“They provide clear guidance without pressure, and I have complete confidence in their ability to navigate complex financial decisions.”
Integrum Wealth - Northwestern Mutual
“And this whole process was not nearly as time-consuming or difficult as I had built it up in my mind.”
Northwestern Mutual - Charles Greer
HMS Capital Management
“They have provided consistent, caring service and on-point knowledge.”
Farris, Self & Moore
Star Financial
Seven Arrows Financial Planning
“Even before starting 7 Arrows, and their character continues to shine through… they have been kind, patient, effective in their guidance, have gotten us fantastic returns year after year that out perform the market, and best of all… it's obvious in the way they do business that they care more about my family's financial success than their fees for service.”
Pinnacle Financial Partners
Why these companies made our list
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