Find the right advisors to meet your financial planning needs in Tennessee

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Tennessee that can fulfill your requirements.

List of Qualified
Financial Planners in Tennessee


Russ Kefauver

Kefauver Financial Planning & Wealth Management

1020 William Blount Dr.

Maryville, TN 37801

865 2689585

Connect with Russ

Jordan Wedell

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615 8613510

Connect with Jordan

Katie Centofonti

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615 8616121

Connect with Katie

Mitchell Horst

Select Wealth Advisers

6075 Poplar Ave.
Crescent Center STE 406

Memphis, TN 38119

901 4552355

Connect with Mitchell

Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.

Nashville, TN 37209

615 5781800

Connect with Nick

Bob Robbins

Robbins Capital Management Inc.

936 Mountain Creek Road, U219

Chattanooga, TN 37405

423 9918555

Connect with Bob

Gabriel Talley

Edelman Financial Engines, LLC

12 Cadillac Drive, Suite 450

Brentwood, TN 37027

615 6283204

Connect with Gabriel

Travis Cullman

Southwestern Investment Advisory Services, Inc.

136 Concord Rd

Knoxville, TN 37934

865 6865202

Connect with Travis

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