(615) 292-6889
sfreeman@criterionadv.com
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.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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What’s Your Investment IQ?

What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Saving on Subscription Service Costs

Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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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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