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

What Our Clients Have to Say

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's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Learn More
The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More
What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More
Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?
Learn More
TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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!