Financial advisors in Nashville

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.

Address

5141 Virginia Way, Suite 470,

Brentwood, TN 37027

Meet our team

Terri Ward, CFP®

Managing Director

Melissa Evans

Relationship Manager

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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