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


Bud Milligan

Milligan Wealth Management

3725 Highway 196 South, Ste D

Collierville, TN 38017

201 6001680

Connect with Bud

Jacob Bauchmann

LPL Financial

3401 Mallory Lane Ste 100

Franklin, TN 37067

619 7294949

Connect with Jacob

Russ Kefauver

Kefauver Financial Planning & Wealth Management

1020 William Blount Dr.

Maryville, TN 37801

865 2689585

Connect with Russ

Vondal Davidson

Cornerstone Wealth Management

575 Mall Blvd Ste L1

Dyersburg, TN 38024

731 4786330

Connect with Vondal

Travis Cullman

SageSpring Wealth Partners

136 Concord Rd

Knoxville, TN 37934

865 6865202

Connect with Travis

Discovery Partners Investment Center

Discovery Partners Investment Center

800 S First Street

Union City, TN 38261

731 8853600

Connect with Discovery

Flagship Financial Advisors

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615 8232233

Connect with Flagship

Travis Anderson

TBH Global Asset Management LLC

125 3rd Avenue North

Franklin, TN 37064

615 4656397

Connect with Travis

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