Home > Financial Advisors > Tennessee > Franklin

Find Top Financial Advisors in Franklin


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Franklin. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Franklin

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Franklin, Tennessee
Financial Advisor Office Location Phone Number
Arturo Neto,
NFG Wealth Advisors / Neto Financial Group
367 Riverside Drive,
Franklin, TN  37064
(615) 436-2127
Dan Hill,
Paul Winkler Inc
725 Cool Springs Blvd,
Franklin, TN  37067
(757) 870-3153
Scott Buell,
Financial Engines Advisors, LLC
109 West Park Suite 120,
Brentwood, TN  37027
(615) 778-3232
James Miller,
Lincoln Financial Advisors Corp.
2100 West End Ave., Suite 800,
Nashville, TN  37203
(615) 750-0224
Scott Buell,
Financial Engines Advisors, LLC
201 E. Main St. Ste. 405,
Murfreesboro, TN  37130
(615) 778-3264
Chris Scherba,ChFC,
Questar Capital Corporation
164 Cherokee Road,
Hendersonville, TN  37075
(615) 447-5020

Information on Qualified Financial Advisors in Franklin

Qualifications CRD# 4970646
FirmCRD# 287454
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly, Subscriptions


Office Location 367 Riverside Drive,
Suite 111,
Franklin,
TN 
37064
Phone Number (615) 4362127

Arturo Neto, CFA is the Founder of NFG Wealth Advisors, an affiliate of Neto Financial Group. He was previously with EFG Capital from 2013 to December 2016 where he joined to co-lead the planning, development, and implementation of the Investment Strategy Group. He led the firms private placement due diligence efforts in addition to serving as a senior member of the team creating model portfolios, developing investment themes, managing tactical allocation strategies, monitoring portfolio management activities, conducting equity and mutual fund research, and preparing and delivering investment-related seminars and presentations. Prior to joining EFG, Arturo was an Investment Strategist at HSBC in a similar role. During his 20 years of experience in financial services, he was also the Investment Officer for a Latin American multi-family office specializing in hedge fund and private equity investments and he has worked in a variety of roles within financial planning and analysis and strategic finance consulting. His career includes positions at Accenture, Gap Inc., American Express, and State Farm Insurance, as well as project work in a variety of other Fortune 500 companies. During his consulting and corporate finance tenures, Arturos primary focus was on practice management, process improvement, and financial analysis. Arturo graduated from Florida International University with a Bachelors degree in Finance and a Master of Science in Finance degree and completed his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia. He has been a Chartered Financial Analyst (CFA) since 2003.

About NFG Wealth Advisors / Neto Financial Group

NFG Wealth Advisors was originally established to provide investment strategy and research services to small and mid- size advisors lacking the in-house resources to adequately provide active tactical investment solutions to their clients. In 2018, the company rebranded and refocused its services to provide high quality wealth advisory, financial planning, and business advisory services to UHNW individuals and families as well as individuals aspiring to create and accumulate wealth. Our core still lies within the investment management process as well as our ability to develop, manage, and plan strategies to the specific needs of our clients. Through our multi-faceted approach to wealth advisory and the use of robo- technology, we are able to implement customized portfolios for UHNW investors with complex financial situations, as well as individuals at the early stages of their wealth accumulation stage. Combined with the accounting and tax services provided by the firm, we are able to provide our clients, both individuals and business owners, with a one-stop shop for financial services. Our staff consists of CFA charterholders, Certified Public Accountants and other professionals that adhere to the fiduciary standard, whether as required by their respective oaths or personal philosophy.



Office Location 725 Cool Springs Blvd,
Suite 600,
Franklin,
TN 
37067
Phone Number (757) 8703153

About Paul Winkler Inc

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!



Qualifications CRD# 2366895
FirmCRD# 104510
Series 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 109 West Park Suite 120,
Brentwood,
TN 
37027
Phone Number (615) 7783232

Joined Financial Engines in 2003. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and and Accredited Asset Management SpecialistSM (AAMS®) certification(s). Bachelor's degree in Finance and Economics from Southwest Baptist University.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3146396
FirmCRD# 3978
Series 7, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 2100 West End Ave., Suite 800,
Nashville,
TN 
37203
Phone Number (615) 7500224

About Lincoln Financial Advisors Corp.

My goal is to be a mathematical steward of my clients long term wealth. I am very selective of the clients that I decide to accept and prefer to work with persons who have a desire to plan for long term financial success. Service first, service last, service always.



Qualifications CRD# 2366895
FirmCRD# 104510
Series 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 201 E. Main St. Ste. 405,
Murfreesboro,
TN 
37130
Phone Number (615) 7783264

Joined Financial Engines in 2003. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and and Accredited Asset Management SpecialistSM (AAMS®) certification(s). Bachelor's degree in Finance and Economics from Southwest Baptist University.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3228064
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 164 Cherokee Road,
Hendersonville,
TN 
37075
Phone Number (615) 4475020

Chris Scherba is a Chartered Financial Consultant or ChFC.A ChFC is a financial professional who meets the requirements established by The American College. These include completing a specified program of study, and meeting experience requirements and specific ethical standards. Practitioners with the ChFC designation are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations. A ChFC has the knowledge and skills to objectively assess your current financial status, identify potential problem areas, and recommend appropriate options. When you work with a ChFC you're working with someone who has demonstrated knowledge in multiple areas of financial planning, including income and estate tax, investment planning, risk management and retirement planning.

About Questar Capital Corporation

We are a full-service financial planning firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by providing sound financial advice.



List of Additional Financial Advisors in or around Franklin, Tennessee
Hilliard Lyons Franklin, TN