Planning and Investing for What Matters Most

Planning and Investing for What Matters Most

Family | Health | Wealth | Community

Criterion Capital Advisors

We are an independent wealth management firm specializing in financial planning and investment management for individuals and families. Founded in 2005 and based in Nashville, Tennessee, our team has more 80 years of financial experience as advisors. We tailor strategies for portfolio management, comprehensive financial planning including retirement, tax, education, risk management and estate planning.

Our customized approach to each client’s specific financial situation is the foundation for a tenured and trusting relationship. Our mission is to help you achieve and preserve your wealth.

LET'S TALK

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More

A Look at Diversification

A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More

How Insurance Deductibles Work

How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn More

Traditional vs. Roth IRA

Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn More

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Learn More

Keeping Up with the Joneses

Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



Thank you! Oops!