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.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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A Look at Diversification

A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Retirement and Quality of Life

Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Your DNA Test

Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
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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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