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Wealth Legacy Planners
“Wealth Legacy Planners in Historic Smyrna, Tennessee.”
Best Financial Advisors near Smyrna, TN
We have 2 firms in Smyrna on file, and both are on this list, along with 22 from Murfreesboro (9, 11 mi), Brentwood (7, 14 mi) and Nashville (6, 20 mi).
Data verified October 18, 2026
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Financial Wellness Solutions
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Retirement Renegade
- Choice
- Meeting
- Mind
“I sent for the info package and the Silo Strategy book made a lot of sense to the point that I decided to meet with Andrew before taking any action with my existing annuity.”
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Arons & Associates Divorce Mediation
- Tax
- Fair
- Spouses
“She presented the facts clearly, allowing my ex and me to remain as cordial as possible and avoid unnecessary expense of attorneys with opposing agendas.”
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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.”
The 24 firms listed for Smyrna, 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: Smyrna, TN
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 332 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (86%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "understanding". The services the firms on this page list most often on their websites are investment management (2), life insurance (2), retirement planning (2) and tax planning (2). 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 22 list a public email and 6 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 Smyrna listed here?
2 of the 24 firms are located in Smyrna. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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LPL Financial (Brown Financial Group
“Great company that goes the extra mile.”
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Senior Financial Advisors
“Excellent Advisors!”
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Red Barn Financial
- 401k
- Patience
- Ideas
“Sean has recently helped me review my 401k investments and has made some suggestions to help me make more informed decisions when choosing allocations.”
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Cadence Wealth Advisors
- Investment
- Patient
- Trust
“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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Molitor Wealth Management
- Team
- Retirement
- Mind
“The professional advisory team of Chad and Parker Molitor will meet with you, for a personal retirement overview, and determine your current situation.”
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Retirement
- Knowledge
- Future
- Goals
“We have only been with the Retirement Solutions team for a short time but appreciate the way they all make us comfortable and more at ease with our finances and the projections for after retirement income.”
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Barnes Tax & Financial Services
“Very Professional and knowledgeable CPA firm.”
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Genesis Financial Planning
- Financial Advisor
“I would never consider another financial advisor.”
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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...”
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BC Holdings of TN
- Understanding
- Innovative
- Knowledge
“Sid and Saundra are a fantastic team, their course is carefully crafted to garner understanding and prompt you to think about the choices you make and how to plan for the future you want, and how to get there regardless of your starting point.”
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GA Pincus Funds
- Financial
- Market
- Patient
“Gabe has been extremely helpful, transparent, and patient in explaining his financial investment strategies and his outlook on the market in a very direct manner.”
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Lbmc
“Cool place”
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Afton Advisors
- Goals
“I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times.”
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Beverly O Davis LPL Financial
“Always putting the client's needs, interest and welfare first and foremost.”
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Cairn Financial Group
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Stones River Consulting
“Helpful folks.”
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Stephen & Associates
“Outstanding advisors”
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Miller-Garner Financial Group
“Takes care of requests quickly”
Retirement Planning and Investment Management Services in Smyrna, TN Cost Estimates
Minimum cost
$1033
Maximum cost
$8773
National Average
$3097
Avg Per Hour Rates
$310
$2065
$5677
Typical price range is based on 473 cost profiles
Why these companies made our list
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