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.
"We have been clients of Criterion Capital for almost 30 years. Over that time, they have done an excellent job of guiding us through the ups and downs of investing our money towards building wealth. They have always put our best interests first and have helped us to build some financial security. The best endorsement I can think of for Criterion is that our two oldest children and their families use Criterion as their financial advisors as well. They come with our highest recommendation."
-John and Kim
“From the earliest days, I have been impressed and comforted by their understanding of investing and their professionalism. Just as important, perhaps more so, is my conviction that they care about me as a person. Their interest goes beyond the fiscal wellbeing of my portfolio, and I value them as my friends.”
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.