Top Financial Advisors in Franklin, TN

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SageSpring Wealth Partners, founded in 2016, is the No. 1 firm on our list of the top financial advisors in Franklin. SageSpring has a large team of advisors who manage nearly $6.5 billion in client assets, signficiantly more than any firm on this list. 

As a fee-based advisor, its advisors may receive commissions from insurance products in addition to the asset-based or fixed fees the firm charges for advisory services. While this presents potential a conflict of interest, the firm has a fiduciary duty to always act in the client's best interest. 

The firm primarily serves individuals below the high-net-worth threshold, but also works with high-net-worth clients and institutional clients, as well. There is generally no minimum account requirement, though the firm reserves the right to close accounts it deems too small to manage effectively.

While based in Franklin, the firm has advisory teams throughout Tennessee, as well as Nebraska, Iowa, Texas and Florida. 

The firm provides discretionary investment management, financial planning and consulting. Its planning services address areas such as retirement, estate and trust planning, insurance, charitable giving, business planning, education funding and cash flow analysis. SageSpring also advises retirement plan sponsors.

Its investment strategies are based on each client’s goals, risk tolerance and time horizon. The firm uses both fundamental and technical analysis, which means evaluating companies and industries based on financial data and management outlook (fundamental) as well as studying price patterns and trends in securities markets (technical).

The firm also incorporates long- and short-term holdings and may use options strategies when appropriate. Client portfolios can include stocks, bonds, mutual funds, exchange-traded funds (ETFs), alternative investments and fee-based insurance products. SageSpring also partners with third-party managers and platforms.

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CapWealth Advisors, founded in 2009, is a fee-only firm that works with individuals, high-net-worth individuals, charitable organizations, corporations and other businesses. Clients generally need at least $1 million in assets under management and the firm enforces a minimum annual fee of $5,000.

The firm provides discretionary and non-discretionary investment management, tailored portfolio oversight and financial planning. Planning services may cover estate planning, risk management, retirement strategies, education funding, cash flow management and insurance needs. CapWealth’s advice can be applied on a stand-alone basis or integrated with ongoing investment management.

Members of the CapWealth team hold several professional certifications, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA) and certified trust and financial advisor (CTFA) designations. 

CapWealth invests across a broad set of asset classes including equities, fixed income, mutual funds, ETFs, government and municipal securities, options, alternative investments and variable annuities. Its investment approach blends fundamental and technical analysis: fundamental analysis focuses on economic and company-specific factors to determine a security’s value, while technical analysis relies on patterns in price movements.

Investment strategies include long-term and short-term investments, option writing and selective use of other instruments. Portfolios are diversified and actively monitored, with customization based on client goals, risk tolerance and time horizon.

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Beacon Capital Management is headquartered in Franklin but has branch offices in Murfreesboro, Hendersonville and Mt. Juliet. Most advisors on the team are also licensed insurance agents. This means they can earn commissions, which is a potential conflict of interest. All advisors, though, must act in the best interests of clients. 

The team at Beacon Capital features a range of credentialed professionals, including advisors who hold the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), chartered financial consultant (ChFC) and certification for long-term-care (CLTC), among other designations. 

Beacon Capital offers discretionary and non-discretionary investment management, portfolio construction, third-party manager selection, financial planning, retirement plan consulting and benefit plan advisory services. The firm also provides guidance in investment policy development, insurance planning, tax planning, education planning and estate considerations

The firm's client base is mostly made up of individuals who do not have a high net worth, although some do. The firm also works with pension and profit-sharing plans, corporations and other businesses. The firm’s initial minimum is $100,000, though it may waive or reduce the requirement at its discretion.

Based on the client’s profile and goals, Beacon Capital will design diversified portfolios possibly using low-expense-ratio institutional share class mutual funds, exchange-traded funds (ETFs) and individual stocks. In its evaluation of securities, the firm applies fundamental analysis and technical analysis. The strategies of third-party advisors depend on the advisors.

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Hosts of "The Money Guy Show," Brian Preston and Bo Hanson lead Abound Wealth Management, a fee-only firm that offers comprehensive financial planning, portfolio management and consulting services. 

The firm works with individuals and high-net-worth individuals, as well as pension and profit-sharing plans. The firm’s minimum to open an investment account is $750,000, which it may negotiate at its discretion.

Preston has been doing his popular podcast since 2006, while Hanson joined him in 2011. Together, the pair co-founded Abound Wealth in 2016. Preston remains the majority owner of the practice, while Hanson owns a minority stake. 

Preston and Hanson, who both hold the Certified Financial Planner™ (CFP®) designation, lead a team of CFPs® and certified public accountants (CPA). Hanson is also a Chartered Financial Analyst (CFA). 

Abound Wealth believes that strategic asset allocation can drive better performance than market timing or stock picking. So it invests client assets in diversified portfolios with an emphasis on the long term, low expenses and tax efficiency. It infrequently revises asset allocations based on changes in the economic environment while it periodically rebalances target allocations. As a result, assets under its management were primarily invested in mutual funds and ETFs.

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Optivise Advisory Services has a client base that is made up primarily of individuals, most of whom do not have a high net worth. However, a good chunk of the firm's total assets under management (AUM) come from its high-net-worth individual clients. The firm also works with charities, corporations and other businesses. 

Optivise is a fee-based firm, since some advisors can earn commissions from the sale of financial products to clients. This is a potential conflict of interest. However, the firm is a fiduciary, so it's legally obligated to act in the best interests of clients at all times. The firm does not have a set account minimum.

Optivise Advisory Services was founded in 2019, making it one of the younger firms on our Franklin list. The firm was also registered with the SEC as an investment advisor in 2019. The firm's advisory services include portfolio management, retirement planning, tax and estate considerations, educational funding, and other personal financial planning needs.

Optivise Advisory Services, much like other financial advisors, looks to tailor its investment management services and strategies to the needs of clients. By meeting with clients on an ongoing basis to learn about their tolerance for risk, liquidity needs, time horizon, general financial situation and investment objectives, the firm can best develop investment strategies that work for each of its clients individually.

Advisors at Optivise may take advantage fo sub-advisors to help manage client portfolios. It may use a wide range of investment options to populate client portfolios as well.

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Sage Investment Counsel was founded in 1989 and has been registered as an investment advisor since 2010. The firm is fee-based, meaning it charges asset-based fees for management but affiliated individuals may also receive commissions from selling insurance products, creating potential conflicts of interest. 

Its client base comprises individuals and high-net-worth individuals. While it generally prefers accounts of at least $2 million, this minimum is negotiable and sometimes not applied.

The firm provides discretionary and non-discretionary portfolio management, as well as financial planning services. Areas of planning include retirement, insurance needs, estate considerations, education funding, cash flow and managing concentrated stock positions.

Sage’s investment approach emphasizes a long-term outlook, and may focus on a smaller number of investments it considers worthwhile rather than maintaining broad exposure at all times. Client portfolios may include individual stocks, bonds, mutual funds, ETFs, government securities and cash equivalents. While strategies such as hedging or margin may be used for certain clients, these are not a central feature of its process.

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Cap Partners is a fee-based firm that offers financial counseling, financial planning, tax planning, estate planning, retirement planning and investment management. Cap Partners works with individual clients exclusively, with no institutional clients on the books. Most of the clients are not high-net-worth. There is no set account minimum.

As a fee-based practice, some advisors earn commissions for selling insurance products, which represents a conflict of interest. Still, all advisors must act in the best interest of clients when serving as a financial advisor.

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E|Financial Alliance is a fee-only advisory firm that formed in 2012. The firm mostly works with individuals, high-net-worth individuals and charitable organizations. The firm generally requires a $100,000 minimum account size, though this can be waived. For clients seeking financial planning, the firm charges hourly or fixed fees rather than setting an account minimum.

Its advisory services include discretionary portfolio management and financial planning. Planning engagements may cover cash flow, risk management, tax considerations, retirement preparation, estate and insurance planning, education funding, business exit strategies and other client-specific needs. 

E|Financial has a small team of advisors who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and certified public accountant (CPA) designations. 

Investment management is based on asset allocation, emphasizing diversification across equities, bonds, cash equivalents and other securities. Portfolios may include mutual funds, ETFs, stocks, bonds, government and municipal securities, preferred stock, high yield debt, unit investment trusts and money market funds. The firm applies principles of value, safety and quality, with a focus on risk control to help preserve capital while seeking growth opportunities.

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Premier Private Wealth is a fee-based firm established in 2021, making it the second-youngest practice on this list. The firm primarily works with individuals and high-net-worth individuals, as well as charitable organizations and busiensses. Its portfolio management programs generally require a $500,000 minimum household investment.

The firm provides discretionary portfolio management, retirement plan consulting, in addition to family office and wealth planning services. These services may cover financial planning, estate and trustee considerations, tax integration, philanthropy and risk management. Portfolio management can involve firm-designed model portfolios, Commonwealth Financial Network programs or third-party managers.

Members of the Premier Private Wealth team have earned the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and accredited investment fiduciary (AIF) credentials. However, the firm is also licensed as an insurance agency and their advisors may earn commissions for selling insurance. This presents a conflict of interest because advisors have a fincential incentive to recommnend commissioned-based products and services. Despite this conflict, the firm has a fiduciary duty to act in clients' best interests. 

Portfolios are typically built using mutual funds and ETFs, though other securities may be used depending on client needs. The firm applies approaches such as fundamental analysis and modern portfolio theory to align investments with client objectives and risk tolerance.

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AGP Franklin is a registered investment advisor that operates under the names Aspen Grove Asset Management and Strong Tower Wealth Management. While its compensation primarily comes from advisory fees, certain personnel may also earn commissions from selling insurance products, which creates a potential conflict of interest. Despite this fee-based model, AGP Franklin has a fiduciary duty to act in its clients' best interests. 

Individuals and high-net-worth individuals make up the entirety of AGP Franklin's client base. The firm generally does not impose a minimum account size. Instead, clients pay advisory fees of up to 2.25% annually, with no stated minimum annual fee requirement.

The firm offers wealth management services that include investment management, financial planning and retirement account guidance. Its financial planning can address areas such as retirement planning, education savings, insurance needs and personal savings strategies. Advisory relationships may involve both discretionary and non-discretionary account management.

AGP Franklin follows a long-term, fundamentals-based investment philosophy. Portfolios typically include individual stocks, mutual funds, bonds, ETFs and real estate investment trusts (REITs), with adjustments made based on client goals, market conditions and risk tolerance. The firm uses fundamental analysis to evaluate investments and seeks to construct diversified portfolios aligned with each client’s objectives. While long-term investing is the focus, the firm may rebalance or adjust positions more frequently to manage risks, generate liquidity or adapt to changing circumstances.