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BEST RATED NASHVILLE, TN FINANCIAL SERVICES

3 Best Financial Services in Nashville, TN

Expert-recommended Top 3 Financial Services in Nashville, Tennessee. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Adams Wealth Partners - Nashville, TN Financial Services - Portrait
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Best Financial Services in Nashville TN - Adams Wealth Partners video
9+ YEARS IN TBR
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ADAMS WEALTH PARTNERS

(4.8 Score)
2905 12th Avenue South, Suite 108,
Nashville, TN 37204 Directions

Since 2004

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Divorce Planning ✓ College Planning ✓ Life and Long-Term Care Insurance ✓ Disability Insurance ✓ Investment Management ✓ Portfolio Management ✓ 401(k) ✓ Estate Planning ✓ Tax Planning

"Adams Wealth Partners was founded by David Adams to create a supportive environment where clients can navigate financial complexities, secure their future, and achieve their dreams. David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA. Their experienced team helps clients understand their financial choices, enabling informed decision-making. As a trusted partner, they take a personalized, comprehensive approach to help you reach your financial goals. They offer a holistic suite of tailored solutions designed to meet each client’s unique needs. Their services are available in Brentwood, Franklin, and the surrounding areas.

2026 Update: Adams Wealth Partners guides individuals towards their financial aspirations with a personalized and comprehensive approach. David Adams was recognized as a Top CEO in 2024 by Nashville Business Journal."

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Forbes Best-In-State Wealth Advisors list for eight consecutive years (2017–2025)
Forbes Best-In-State Wealth Management Team in 2024
License #000704180

Contact:

(615) 435-3644

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

EP Wealth Advisors - Nashville, TN Financial Services - Professional Portrait Image
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EP WEALTH ADVISORS

(4.8 Score)
3835 Cleghorn Avenue, Suite 250,
Nashville, TN 37215 Directions

Since 1999

Specialty:

✓ Family Office Services ✓ Financial Planning ✓ Divorce Financial Planning ✓ Retirement Planning ✓ Investment Management ✓ Estate Planning ✓ Tax Planning ✓ Business Planning

“2026 Update: EP Wealth Advisors helps client receives access to extensive planning and investment services typically reserved for families of extreme wealth. EP Wealth Advisors was founded by Derek Holman and Brian Parker. They provide tools you need to be knowledgeable of your wealth, whether you’re providing for your family, building a business, or savoring your time in retirement. Their Family Office Services are intentionally structured to provide clarity in complexity and confidence in decision-making. EP Wealth Advisors was rewarded by USA Today as Best Financial Advisory Firms in 2025”

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License CRD #111147

Price:

Financial Planning and Consulting Services Hourly Fee $500

Contact:

(615) 292-6889

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Pinnacle Financial Partners - Nashville, TN Financial Services - Professional Portrait Image
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PINNACLE FINANCIAL PARTNERS

(4.7 Score)
150 Third Avenue South, Suite 900,
Nashville, TN 37201 Directions

Since 2000

Specialty:

✓ Wealth Management ✓ Asset Management ✓ Financial Planning ✓ Insurance ✓ Loans and Credit ✓ Banking Services ✓ Treasury Management ✓ Mortgage ✓ Investments ✓ Education Planning ✓ Charitable Gifts and Legacy

“Pinnacle Financial Partners is an award-winning firm known for attracting and retaining top financial professionals. Their goal is to become the premier financial services firm and the ultimate workplace destination, where mission, vision, and values align with business strategy. Pinnacle Financial Partners provides comprehensive financial solutions, including banking, financial planning, investments, trust services, home loans, and insurance. They offer personalized financial services and strategic advice for long-lasting value for clients and shareholders. At Pinnacle Financial Partners, their advisors partner with clients on their journey to protect, grow, and distribute their wealth. They take a multigenerational approach, recognizing that your finances represent a responsibility not just to you, but to your entire family and generations to come. They are wholly owned Registered Investment Advisors (RIA) that offer a variety of services to meet the unique needs of high-net-worth clients. They offer portfolios and custom solutions to complex scenarios.”

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License #62-1812853

Contact:

(615) 744-3700 (615) 744-3705

Mon-Fri: 8:30am - 4pm
Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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ADAMS WEALTH PARTNERS REVIEWS

David Adams takes his role as a financial counselor and advisor very seriously as do the other members of the team. Their proactive approach cuts through the hype and bias found throughout the market and media. We quickly get down to the essential elements of risk, volatility, returns, timelines, needs, and expectations in order to make decisions and take appropriate actions to improve our chances of success. Having regular conversations with good input from top level analysts, I know where / stand and have the confidence that the plan we've put together will serve my needs and those of my family for a long time to come.

I called on David Adams many years ago to recruit him as a client, as it turns out / was so impressed with David and his staff, I became one of his! He and his staff are passionate about educating their clients and working alongside them with not only their investment strategies and goals, but important life decisions. I never hesitate to refer my friends and clients to Adams Wealth Partners; they always go above and beyond for clients and prospects.

Adams Wealth Partners has been a game changer for our family. We have gone through multiple financial planners/advisors over the years, but this is the first time we have had a very personal experience in planning our financial future and actually realizing some of our goals. We are so impressed with their level of expertise, communication and attention to detail. This team is like no other we have ever worked with.

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EP WEALTH ADVISORS REVIEWS

My wife and I have been clients of the EP Wealth Advisors Nashville office for over 30 years. They have always put our interests first and are our most trusted financial advisors. They are the main reason that we are financially independent today and they continue to manage our investment portfolio for us. Their advice has always been spot on in both up and down markets and they have always been available to answer any questions or advise us with respect to any financial decisions we make. However, I think that the greatest endorsement that we can give is that two of our children also use them as financial advisors and both of them are well on their way to financial independence too. I give EP Wealth Advisors my highest recommendation to anyone seeking a trusted financial advisory firm.

I have been a client of Scott Freeman’s for almost 2 decades. Over that time he and his team have both educated me and helped me navigate the markets in good times and bad. I have referred dozens of friends and family to Scott and Team, and will continue to recommend their services to anyone looking for a talented team of financial services professionals that will help you build wealth over the long run.

I have been very pleased with the performance of my financial investments under EP Wealth Advisors. Five years into my retirement, my portfolio is up almost 60% since inception. I am particularly impressed with the attention and guidance given by my personal advisor, Scott Freeman. I Highly recommend EP Wealth Advisors.

PINNACLE FINANCIAL PARTNERS REVIEWS

Beth helped me accomplish some important financials goals. She was helpful and nice and I would recommend her to everyone. She was the only banker I spoke to that was willing to hear me out and help with my needs.

TBR® Inspection Score Report

ADAMS WEALTH PARTNERS Total Inspection Points: 116/120
Acknowledgments: 8
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

EP WEALTH ADVISORS Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10

TBR® Inspection Score Report

PINNACLE FINANCIAL PARTNERS Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10