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.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
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The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Deciding When to Take Social Security

Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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The Cycle of Investing

The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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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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