Best Financial Advisors in Nashville

Financial Planners in Nashville

When it comes to wealth management, retirement planning, and long-term financial growth, Nashville is home to some of the most trusted financial advisors in the country. With the city’s booming economy and diverse community of professionals, the demand for expert guidance in investments, estate planning, and wealth preservation has never been higher. The financial advisors highlighted here bring not only years of experience but also a reputation for integrity, client commitment, and strategic thinking. Whether you’re a young professional building your future or a retiree looking to secure your legacy, Nashville’s financial experts are ready to help.

At Digital Reference, we understand how important it is to connect with advisors who align with your goals and values. That’s why we’ve curated this list of standout financial planners and consultants across the Nashville area—professionals who embody excellence in service and leadership.

Methodology: How We Chose These Nashville-based Financial Advisors

We carefully evaluated professionals across Nashville to ensure that only those with proven impact and credibility are highlighted. Our methodology emphasizes both performance and community trust:

📊 Research-driven: Verified public results, case studies, and planning frameworks.

💬 Client-reviewed: Genuine feedback, measurable outcomes, and proven ROI.

🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in financial advising.

📍 Location-based: Advisors and firms deeply rooted in the Nashville area.

This curated selection is designed to showcase the professionals making a lasting impact on clients and the broader financial community.

🌟 Meet the Financial Advisors in Nashville

♦️ Jacob Graves

Financial Advisor at Shoemaker Financial 

🔗 LinkedIn

Jacob Graves has established himself as a trusted financial advisor in Nashville with a career that blends technical expertise and a client-first mindset. With years of experience navigating market cycles and evolving client needs, Jacob focuses on wealth management strategies that adapt to both personal and professional financial goals. His work reflects a balance between analytical planning and personalized guidance.

Jacob is widely recognized for his ability to simplify financial concepts without losing sight of long-term strategy. Clients often seek him out for retirement planning, investment portfolio structuring, and wealth preservation, making him a go-to professional in Nashville’s financial planning space.

💡 Why Jacob Graves stands out as a Financial Advisor

🌟 Clear, actionable strategies tailored to each client’s needs

📊 Deep market knowledge with practical application

💬 Trusted reputation for approachable and responsive guidance

📍 Strong Nashville roots with an understanding of local financial dynamics

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♦️ Myles Zueger

Wealth Advisor | CFP® at Adams Wealth Partners

🔗 LinkedIn

Myles Zueger brings a sophisticated approach to financial advising in Nashville. His career has been defined by a passion for guiding clients through wealth accumulation, tax planning, and estate strategies. Myles’ ability to merge technical expertise with a genuine commitment to his clients sets him apart in a competitive industry.

Known for his specialized approach to high-net-worth clients, Myles emphasizes advanced wealth transfer planning, portfolio diversification, and multi-generational financial education. His strategies empower clients to align financial success with personal values and long-term legacy goals.

💡 Why Myles Zueger stands out as a Financial Advisor

🏆 Holds prestigious CFP® and CPWA® designations

📊 Advanced planning expertise for high-net-worth families

🤝 Builds lasting client relationships through education and collaboration

🌟 Recognized for elevating wealth strategies with precision and care

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♦️ Scott Freeman

Financial Planner at Criterion Capital Advisors LLC

🔗 LinkedIn

Scott Freeman has earned respect in Nashville’s financial sector for his disciplined, research-driven approach to financial planning. His background combines years of client service with a focus on creating clear roadmaps that foster financial independence. Scott’s practice is rooted in transparency, ensuring clients understand every aspect of their financial plan.

Clients appreciate Scott’s dedication to financial literacy, as he spends significant time educating them on investment fundamentals, retirement outlooks, and risk management. His emphasis on empowering clients makes him a valuable partner for those seeking both stability and growth.

💡 Why Scott Freeman stands out as a Financial Advisor

📊 Strong emphasis on education and client empowerment

🌟 Proven record of building financial independence strategies

💬 Known for clear communication and accessibility

🤝 Trusted advisor with a client-first philosophy

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♦️ Mike Mayernick

Partner & Private Wealth Advisor at Capital Stewardship Partners

🔗 LinkedIn | 🌐Website

Mike Mayernick has built his career on combining financial expertise with a deep sense of responsibility toward his clients. His approach reflects not just technical knowledge, but also an understanding of how life transitions impact financial needs. With experience spanning retirement planning, investment management, and estate strategies, Mike has guided families and individuals through a variety of financial journeys.

Mike is well-regarded in Nashville for his client education efforts, helping people understand the “why” behind each financial decision. His emphasis on building trust and long-term relationships ensures that clients feel confident navigating both opportunities and challenges.

💡 Why Mike Mayernick stands out as a Financial Advisor

🌟 Strong track record of helping families through financial transitions

📊 Expertise in retirement planning and estate considerations

💬 Known for making financial concepts approachable

🤝 Trusted partner with a reputation for integrity and care

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♦️ Jeremy Hutzel

President/Owner at Seven Springs Wealth Group, LLC

🔗 LinkedIn | 🌐Website

Jeremy Hutzel offers a unique combination of investment management acumen and holistic planning expertise. His career has been shaped by a commitment to rigorous analysis, disciplined decision-making, and client-centered outcomes. Jeremy has advised clients across diverse portfolios, bringing a research-driven perspective to each engagement.

Jeremy is known for bridging technical investment strategies with real-world financial planning. Clients value his ability to balance growth and risk, ensuring portfolios are tailored not just to market conditions, but also to personal goals and family priorities.

💡 Why Jeremy Hutzel stands out as a Financial Advisor

📊 Brings deep expertise in both CFA-level analysis and CFP® planning

🌟 Recognized for disciplined, research-based investment strategies

💬 Skilled in aligning portfolios with real client goals

🤝 Trusted for his blend of technical precision and personal care

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♦️ Shaun Melby

Founder & Financial Advisor at Melby Wealth Management

🔗 LinkedIn | 🌐 Website

As the founder of Melby Wealth Management, Shaun Melby has built his practice around personalized, independent financial planning. Shaun’s career reflects a dedication to transparency and client-focused solutions. His firm is recognized for independence, ensuring that recommendations are made solely in the best interest of clients.

Shaun is especially known for retirement planning and investment management tailored to professionals and families navigating today’s financial complexities. His focus on independence allows him to create unbiased strategies, helping clients pursue their long-term goals with confidence.

💡 Why Shaun Melby stands out as a Financial Advisor

🌟 Founder-led practice committed to transparency and independence

📊 Expertise in retirement planning and investments

💬 Known for providing straightforward, unbiased advice

🤝 Trusted for building lasting client relationships with care and clarity

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♦️ Timothy Kirch

Owner and Financial Advisor at Nashville Financial Planning

🔗 LinkedIn With years of financial planning experience, Timothy Kirch has developed a reputation in Nashville as a careful listener and strategic planner. His practice emphasizes not just technical proficiency, but also the importance of building trust and understanding each client’s unique circumstances. Timothy’s financial planning process is comprehensive, covering investments, insurance, retirement, and estate considerations.

Clients recognize Timothy for his balance between professional expertise and personal connection. He has guided individuals and families through life’s financial transitions, providing stability and reassurance at every step.

💡 Why Timothy Kirch stands out as a Financial Advisor

🌟 Known for building trust and lasting client relationships

📊 Comprehensive approach across investments, insurance, and retirement

💬 Skilled at listening and tailoring solutions to unique needs

🤝 Recognized for delivering both expertise and empathy in planning

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♦️ S. Macy Rickman

CFP and Associate Wealth Advisor at Covenant Partners

🔗 LinkedIn

S. Macy Rickman has carved a reputation for blending professional excellence with a passion for serving her community. Her career reflects a balance between comprehensive financial planning and advocacy for client education. Macy emphasizes creating strategies that grow alongside her clients, ensuring adaptability and confidence in changing circumstances.

She is recognized for her approachable style and ability to connect with diverse client groups. Macy’s focus on holistic planning—covering investments, retirement, and risk management—positions her as a trusted partner in Nashville’s financial community.

💡 Why S. Macy Rickman stands out as a Financial Advisor

🌟 Emphasizes community connection and education

📊 Provides adaptable, long-term strategies

💬 Builds strong rapport with diverse clients

🤝 Trusted for her approachable, client-first mindset

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♦️ William D. Jackson

Partner/CCO/Financial Advisor at Cahaba Wealth Management, Inc.‍

🔗 LinkedIn

William D. Jackson is known for his structured, disciplined approach to financial planning. His career has been focused on helping clients achieve financial stability while preparing for future goals such as retirement, education, and estate planning. William’s strength lies in creating strategies that are both realistic and sustainable.

Clients value William’s straightforward style, as he works to demystify financial decisions and empower individuals to take control of their wealth. His practice in Nashville has earned him recognition as a dependable and knowledgeable advisor.

💡 Why William D. Jackson stands out as a Financial Advisor

🌟 Structured and disciplined approach to planning

📊 Focuses on realistic and sustainable strategies

💬 Known for clear, straightforward guidance

🤝 Trusted by clients for his reliability and expertise

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♦️ James “Blake” Bowman

Founder & Financial Advisor at Wave Wealth Planning, CFP®

🔗 LinkedIn |🌐Website

James “Blake” Bowman is the founder of Wave Wealth Planning. His career reflects a mission to deliver modern, client-first financial planning designed for today’s evolving challenges. By leading an independent firm, Blake ensures that strategies are personalized, transparent, and aligned directly with client goals.

Blake is particularly known for his innovative use of technology in planning and communication. His focus on accessibility and transparency resonates with professionals, families, and business owners looking for an advisor who blends modern tools with traditional wisdom.

💡 Why James “Blake” Bowman stands out as a Financial Advisor

🌟 Founder of a forward-thinking, independent planning firm

📊 Leverages modern technology for financial planning

💬 Known for transparent, client-centered service

🤝 Recognized for building trust through innovation and care

♦️ Kyle Attarian

Financial Planner, Shareholder and Senior Wealth Manager at Plancorp Wealth Management

🔗 LinkedIn

Kyle Attarian brings a wealth of expertise to Nashville’s financial advisory landscape. His career reflects a balance of academic excellence, rigorous market analysis, and client-centered financial planning. Kyle’s work integrates portfolio management, fiduciary oversight, and long-term financial strategy for individuals and organizations alike.

He is particularly recognized for his role as a fiduciary advisor, always prioritizing clients’ best interests. Kyle’s combination of technical knowledge and ethical commitment has earned him the trust of clients who seek both transparency and results.

💡 Why Kyle Attarian stands out as a Financial Advisor

🌟 Holds CFA, CFP®, and AIF® — demonstrating broad expertise

📊 Known for fiduciary responsibility and client-first service

💬 Skilled in advanced investment and portfolio management

🤝 Trusted for balancing technical rigor with personalized advice

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♦️ Mel Bond

Financial Advisor, Financial Planner and Wealth Planner at Oasis Wealth Planning Advisors‍

🔗 LinkedIn‍

Mel Bond has built a reputation in Nashville for providing practical, relationship-driven financial guidance. With years of experience in planning and advising, Mel’s approach centers on understanding the unique goals of each client and tailoring strategies to meet them. His work covers retirement planning, investment strategies, and overall wealth management.

Mel is especially known for his personal approach to financial advising. Clients often describe his guidance as steady, approachable, and rooted in genuine care for their long-term well-being.

💡 Why Mel Bond stands out as a Financial Advisor

🌟 Recognized for relationship-driven financial planning

📊 Provides clarity in retirement and investment strategies

💬 Known for his approachable and steady guidance

🤝 Trusted for aligning financial advice with client goals

Why Nashville’s Financial Advisors Matter More Than Ever

Financial advisors in Nashville play a vital role in helping individuals, families, and businesses navigate wealth management, retirement planning, and long-term financial security. Their expertise spans from portfolio diversification and estate planning to succession strategies and values-based financial guidance. Many hold advanced designations that strengthen their ability to deliver precise, tailored, and forward-looking financial solutions. Their achievements highlight how they combine technical excellence with client-centered planning, building trust and sustainable outcomes. These professionals stand out as trusted consultants whose expertise creates an edge in guiding financial decisions and legacies.

At Digital Reference, radical authenticity is viewed as the cornerstone of meaningful strategy, shaping how professionals align their expertise with impact. Its importance lies in creating genuine value that clients and businesses can rely on with confidence.

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In Nashville’s growing financial landscape, clarity and trust are what set exceptional advisors apart. The same principle applies to platforms that guide leaders through the intricacies of strategy, innovation, and execution. Having a reliable source that simplifies expertise into actionable insight is crucial for businesses aiming to stay ahead. That’s exactly what you will find when you turn to Digital Reference.