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 Retirement Spending Changes With Time

How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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What Smart Investors Know

What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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When to Self-Insure

When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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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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