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 Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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And the Executor Is

And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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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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