Best Financial Advisors in Nashville-Davidson

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
630+
Advisors
4.7/5.0
Average Rating

Nashville-Davidson Financial Landscape

The economy of Nashville-Davidson is diverse, with strong growth in healthcare, music, and technology sectors. The city is experiencing a population boom, driving demand across various industries.

Major industries
Healthcare, Music, Technology
Population
634K (metro: 1.9M)
Median household income
$62,000
Unique needs
Nashville requires robust infrastructure to support its growing population and industries.
Market Insights
Economic Growth
According to BEA (2023), Nashville's economy grew by 4.5% last year, driven by healthcare and tourism sectors.
Wealth Demographics
According to Census (2023), the median household income in Nashville is approximately $62,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Nashville are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Nashville's cost of living has risen by 3.2%, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Nashville's real estate market remains competitive, with home prices increasing by 10% year-over-year.
Business Environment
According to Fortune (2024), Nashville ranks high for startups due to its favorable tax climate and access to venture capital.

Top 5 Financial Advisors in Nashville-Davidson

Adams Wealth Partners (formerly David Adams Wealth Group)- Nashville Wealth Management
★ ★ ★ ★ ★ 5
Kraft Asset Management, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Shawn M Johnson, AAMS®|CRPS™
★ ★ ★ ★ ★ 5
Seven Arrows Financial Planning
★ ★ ★ ★ ★ 5
Afton Advisors
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Nashville-Davidson, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Nashville-Davidson-Specific Expertise
For Nashville-Davidson residents working in Healthcare, Music, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Nashville's tech and healthcare sectors face concentration risks; housing market shows bubble signs. Prepare for tornadoes and flooding; diversify investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Tennessee locations

Memphis Nashville-Davidson Knoxville Chattanooga Clarksville Murfreesboro Franklin Jackson