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

What Our Clients Have to Say

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.

The Richest Man in Babylon

The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Federal Income Tax

Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A Meal for All Generations

A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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My Retirement Savings

My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Bi-Weekly Payments

Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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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