The Best Financial Advisors in Chattanooga

Here is our List of the 10 Chattanooga Financial Advisor
Patton, Albertson & Miller Group, LLC

Patton Albertson & Miller is an independent, fee only, financial life management firm serving affluent individuals and families throughout the United States. We provide solutions to just about any financial management issue you may face, from managing daily finances and investments to a broad range of long-term planning strategies for you and your family.

We provide these solutions by collaborating with other members of your professional team – resulting in a plan that is well-thought-out, customized, and comprehensive. Whether you simply need investment guidance or want a quarterback to steer a team of financial and legal advisors toward common goals, we’re here to help you with our comprehensive roster of financial services.

Our investment management approach recognizes that each client has different circumstances, different goals, and different attitudes about risk and return. Our job is to understand your uniqueness and use that understanding to craft an investment strategy that suits you.

One of the greatest joys in life is knowing we have provided for those we love and leaving a financial legacy that reflects our values. We provide a wide range of estate planning strategies to help you protect your estate, minimize taxes, and leave a meaningful legacy for the people and causes that you care about.

605 Chestnut St, Suite 1010 Chattanooga, Tennessee 37450
Southport Capital, Inc.

At Southport Capital, we believe in creating plans to improve the financial well-being of our clients. Customizing portfolio design and management is at the core of our offering.

Many of our clients seek us out for our investment management expertise. Others are interested in our approach to developing a plan for their overall wealth management needs.

We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. You will have a dedicated Investment Counselor who is there specifically to keep you informed and comfortable with your financial decisions.

Services

  • Financial Planning
    What sets Southport Capital apart is our ability to be flexible to your needs. Whether you want to protect assets or build them, we’ll work with you to achieve your long-term goals.
  • Investment Management
    Customizing portfolio design and management is at the core of our offering. Many of our clients seek us out for our investment management expertise.
  • Corporate 401k Management
    At Southport Capital, we will help you provide a top-notch 401K plan that will help build your reputation as the employer of choice.
100 W. M. L. King Blvd. Suite 300 Chattanooga, TN 37402
HHM Wealth Advisors, LLC

At HHM Wealth, our vision and values are about maintaining a commitment to a high level of client service and providing a comprehensive range of customized wealth management services. Our goal is to understand the needs of each client and offer solutions that will guide and inform them as they seek to reach their goals.

The HHM Wealth team strives to be the best in the business. You want this kind of talent because the’ll be with you and your family for a long time. This is how we deliver a smart and consistent wealth management experience. The firm’s team of advisors manages approximately $500,000,000 in assets.

Services

  • Financial Planning
    We look at the big picture of your financial situation – assets, liabilities, cash flow, insurance coverage, estate plans and employer-provided benefits – before we design a customized action plan for your future success.
  • Investment Management
    HHM Wealth uses an investment management committee to manage portfolios.
  • Retirement and Life Planning
    If you think about it, the transition to retirement begins with ending one phase of our life (career,work) followed by a neutral or unknown phase (in limbo) and finally the new beginning (here is where we develop our new identity).
1200 Market Street, Chattanooga, TN 37402
Wealth Preservation Advisors, LLC

Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals.

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

832 Georgia Ave Ste 300 | Chattanooga, TN 37402
Guardian Wealth Management, Inc.

Guardian Wealth first partners with each client to develop a personal financial plan designed to give clients the peace of mind they need to shift their focus to values-based living. Our next step is to construct an investment portfolio driven by long-term purpose and to implement that approach with discipline.

Lastly, our three-meeting process helps each family get their financial house in order over time and keep it that way. We keep our clients focused on goal achievement rather than short-term gains or losses. Most importantly, we coach our clients toward living a full and balanced life.

For optimum probability of a successful advisor relationship, Guardian Wealth’s clients are a restricted group of individuals who meet specific criteria that were developed to match families to its well-defined brand of financial coaching. The majority of our clients are accepted into our planning/advisory firm by referral from an existing client or a proven financial colleague, and must meet the established Ideal Client Profile.

As Guardian Wealth has grown, Don and Kathy Vanlandingham have strategically surrounded themselves with a small team of specialized and credentialed professionals who have been carefully chosen for their ability to sincerely care for the firm’s client-family and fellow team members.

 

6151 Shallowford Road Suite 102 Chattanooga, TN 37421
Evergreen Advisors, LLC

We at Evergreen understand that the financial planning process is no different. Good wealth management should make you feel more confident. Our team looks at your goals, needs, and priorities to determine the right individualized strategy for guiding your invested assets and enhancing your net worth.

If you have too many financial concerns, issues, or priorities to address by yourself, then it is time for this kind of financial care. Your economic future demands a vigilant ongoing management approach.

Evergreen Advisors is a fee-only Registered Investment Advisor. This means, first of all, that we are legally bound to put our clients’ best interest ahead of our own – a standard we’re proud to meet.

It also means that our financial success is tied to our clients’ success. Since we are compensated based on the value of your assets, we recommend what’s best for you – not what pays a high commission or will run up trading costs.

Our company roots go back to the early ’80s, when founder Jim Place first decided to serve financial planning clients independently. Over the years, our vision has developed into an advisory firm widely known for its time-tested experience and twenty-first century expertise. We’re big thinkers, yet small enough to remain fiercely committed to what’s best for our clients.

1206 Pointe Centre Drive, Suite 160 Chattanooga, TN 37421
Capital Square, LLC

At Capital Square, we are a fee-only investment adviser that focuses on one thing: you. As a Registered Investment Adviser and fiduciary, we must place our client’s best interest before our own-and proud to do so.

Unlike broker-dealer firms, we don’t push products, such as mutual funds or annuities. We push progress. Since no client is the same, we customize an investment portfolio that matches your financial needs and future.

We plan for longevity in your life, and the unexpected life events that occur. Our success is built on our clients’ financial success. Come and discover the difference at Capital Square. At Capital Square, we strive to create lasting, personal relationships with each client.

We plan for longevity in your life, and the unexpected life events that occur. Our success is built on our clients’ financial success. Come and discover the difference at Capital Square.

We build a custom portfolio from the bottom up. Over time, some of your investment portfolios may drift away from the initial allocation. So we reallocate your investment portfolio to help meet your financial goals.

Services

  • 401 K SOLUTIONS
  • RETIREMENT PLANNING
  • PORTFOLIO MANAGEMENT
  • EDUCATION PLANNING
  • ANNUITY ANALYSIS
  • ESTATE & TRUST PLANNING
6736 Executive Oak Lane Chattanooga, TN 37421
Barnett & Co., Inc.

At Barnett & Company we do not pool client funds. Portfolios are individually crafted to address the goals, time horizon, risk tolerance and tax circumstances of each unique client. If we were a clothing company instead of an investment firm, we would be a custom tailor as opposed to a mass merchandiser.

We assign to each of our clients a specific portfolio manager who is also that individual’s primary contact with our firm, thereby avoiding any confusion over where the responsibility lies for a portfolio’s management and performance. While our staff does screen, research and distill potential investments into a current list of recommended buys, only the manager of each client’s account has the authority to make a decision on what investments are made.

Barnett & Company’s focus is on marketable securities such as stocks, bonds, and real estate investment trusts, and for smaller accounts and unique situations, exchange traded funds and mutual funds.

We generally shy away from investments that cannot be priced by the marketplace, since marketplace pricing implies the ability to sell an investment, if need be, with minimal transaction costs.

Far higher costs are associated with the sale of less liquid investments, such as hedge funds partnerships and insurance products. Lack of access to information about sales can also jeopardize the objectivity of the valuation of a potential investment.

1300 BROAD STREET, STE. 303 • CHATTANOOGA, TN 37402
Acumen Wealth Advisors, LLC

We believe in the value of an educated and skilled team. They are passionate about serving clients and feel empowered to make decisions enhancing our clients’ experience. We are intentional in adding those bringing a different prospective and encourage them to learn more with continuing education. Our team is our greatest asset and are motivated to make an impact in our clients’ lives.

Acumen Wealth Advisors is committed to help families reach their financial goals through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.

Services

  • Financial Planning
    We understand financial planning is a verb, not a noun, and engage our clients as their plans are executed and evolve.
  • Portfolio Management
    We believe a proactive approach to analyzing market trends and economic data allows us better serve our clients by managing portfolios accordingly.
  • Retirement Advisory Services
    We enjoy educating and guiding participants to make informed decisions to help them achieve their retirement goals.
  • Foundations and Endowments
    We enjoy helping boards and committees maximize their resources and effect positive change to enrich our communities.
250 Forest Avenue Chattanooga, TN 37405

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria