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Find Top Financial Advisors in Franklin, Tennessee

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Franklin, Tennessee. 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 Advisors 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.

Qualified Financial Advisors in Franklin, Tennessee
Financial Advisor Office Location Phone Number
Steven Glasgow
Janney Montgomery Scott
6700 Tower Circle Suite 200,
Franklin, TN  37069
(615) 538-9931
Dan Hill CFP® AIF®
D. R. Hill Wealth Strategies, LLC
725 Cool Springs Blvd,
Franklin, TN  37067
(615) 482-4539
James Miller
Lincoln Financial Advisors Corp.
2100 West End Ave., Suite 800,
Nashville, TN  37203
(615) 750-0224
Gabriel Talley
Edelman Financial Engines, LLC
2615 Medical Center Parkway,
Murfreesboro, TN  37129
(615) 778-3264

Information on Qualified Financial Advisors in Franklin

Qualifications CRD# 1942809
FirmCRD# 463
Series 3, 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 6700 Tower Circle Suite 200,
Franklin,
TN 
37069
Phone Number (615) 5389931

Steven brings over 20 years of experience working with individual and institutional investors. A nationally recognized leader in the retirement plans space, Steven was named one of only five finalists for the 2013 PLANSPONSOR Retirement Plan Advisor of the Year Award. This recognition followed his ranking among the nation's Top 100 Retirement Plan Advisors for 2013 by PLANADVISOR magazine, a position he also held in 2012 along with Top 50 Defined Contribution Advisors for 2012 by 401k Wire. He is a member of BlackRock's DC Leaders Circle, a program focusing on recognized influencers in the defined contribution (DC) marketplace, and he frequently serves as a speaker at defined contribution professional conferences. Beginning his career as a municipal bond trader with Paine Webber / UBS, he moved to Nashville in 1995 and several years later joined Morgan Stanley. From 2004-2008 he was with Wachovia Securities and then Stanford Group as Senior Vice President / Financial Advisor, joined Avondale in 2009, and finally Janney in 2018. Steven received his bachelor's degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA), a graduate of the University of Pittsburgh's Katz School of Business Accredited Investment fiduciary (AIF) program, and holds the Plan Sponsor Retirement Professional (PRP) designation from the Plan Sponsor Institute. He resides in Franklin, TN with his wife and two children.

About Janney Montgomery Scott

With roots dating to 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships. Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing our corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans. We provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management, we will collaborate to assess your needs and customize an approach that works for you.



Qualifications CRD# 3188300
FirmCRD# 149511
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 725 Cool Springs Blvd,
Suite 600,
Franklin,
TN 
37067
Phone Number (615) 4824539

Dan is now entering his 21st year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner" professional, and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan resides in Spring Hill. His oldest son, Derek, lives in Atlanta, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan Hill is an Investment Advisor representative of Hill Wealth Strategies, serving customers in Nashville and surrounding communities. Dan Hills mission is to provide local families and businesses with innovative financial strategies, solutions and planning that will lead to financial clarity and security.

About D. R. Hill Wealth Strategies, LLC

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# 3146396
FirmCRD# 3978
Series 7, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), 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# 6123199
FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions


Office Location 2615 Medical Center Parkway,
Suite 1560,
Murfreesboro,
TN 
37129
Phone Number (615) 7783264

Joined Financial Engines in 2019. Began his career in the financial services industry in 2012. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor of Science in Family Financial Planning from the University of Georgia. Gabriel is married to Pamela and they have one daughter; Caroline and a son on the way. He enjoys building things and working with his hands and watching college football.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Franklin, Tennessee
Financial Advisor Office Location Phone Number
David Lambers
Hilliard Lyons
12,
Franklin, TN  37067
(615) 771-5506
Gabriel Talley
Edelman Financial Engines, LLC
109 West Park Suite 120,
Brentwood, TN  37027
(615) 778-3232

Information on Additional Financial Advisors in or around Franklin, Tennessee

David Lambers

Hilliard Lyons

Tel: (615) 7715506
12,
Franklin,
TN 
37067


Gabriel Talley

Edelman Financial Engines, LLC

Qualifications CRD# 6123199
FirmCRD# 104510

Tel: (615) 7783232
109 West Park Suite 120,
Brentwood,
TN 
37027


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?