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

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.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Learn More

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Learn More

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Learn More

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More

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.



Thank you! Oops!