Find Top Financial Advisors in Germantown, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Germantown, Tennessee
Last Updated - 31-Jul-2022

Germantown has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Germantown, Tennessee have an average of 16 years of experience.

NOTE: The list of financial advisors in Germantown, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Germantown, Tennessee.

Qualified Financial Advisors in Germantown, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mitchell Horst
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis, TN 38119
16 $110,000,000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Germantown

Qualifications CRD# 4935063
Firm CRD# 171991
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 6075 Poplar Ave.,
Crescent Center STE 406,
Phone Number 901-455-2355

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.
Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

About Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Germantown, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Fcg Investment Company
9040 Garden Arbor Dr , Ste 206,
Germantown, TN 38138
$462,531,848 244 A percentage of AUM
1730 S. Germantown Rd. , Suite 224,
Germantown, TN 38138
$119,434,916 812 A percentage of AUM
Fixed fees

    List of Additional Advisors in Germantown, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Boswell
    Inquire with Brian
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5069
    Angela Smith
    Inquire with Angela
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5067
    Daniel Woodend
    Inquire with Daniel
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-7801
    Chris Murray
    Inquire with Chris
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5067
    Vantage Wealth Advisors
    Inquire with Vantage
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5067
    Sudhir K Agrawal
    Inquire with Sudhir
    3085 Fountainside Dr, Ste 204, Germantown, TN  38138 901-312-7805
    Keith Kirk
    Inquire with Keith
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5085
    Robert Woodend
    Inquire with Robert
    9037 Poplar Ave, Ste 102, Germantown, TN  38138 901-312-5075
    Century Financial
    Inquire with Century
    9055 Forest Centre Drive, Germantown, TN  38138 901-752-0022
    Alia Wealth Partners
    Inquire with Alia
    7475 McVay Station Court, Suite 107, Germantown, TN  38138 901-748-4899
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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.

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      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.

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