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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.
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.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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