Nashville, TN Office

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Nashville-Office

The Nashville office advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Financial, retirement, and estate planning
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Bill paying
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

The financial professionals in the Nashville office have an average of over 20 years of experience in providing financial advisory services. They each intentionally maintain a limited number of client relationships, enabling them to focus on helping clients gain clarity and confidence about their finances. Since 2018, Gary Bell has served as managing director of the Nashville office. The office was established in 1994 by Sr. Partner, Bruce Williams, who served as managing director for 23 years.

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