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.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Investments

Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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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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