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.

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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.

White Elephant Inheritance

White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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8 Financial Milestone Birthdays

8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
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Silver Sneakers 101

Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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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?
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Assess Your Life Insurance Needs

Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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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.



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