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.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
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Choosing a Business Structure

Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes
What's your vision of retirement?
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Universal Life Insurance

Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Behavioral Finance

Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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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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