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Showing 1 - 12 of 12 results
THOROUGHBRED FINANCIAL SERVICES, LLC
THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, Tennessee
25-49 employees
Thoroughbred Financial Services, LLC (TFS) is an independent, full-service financial consulting firm based in Brentwood, Tennessee, with satellite offices in Columbia, Tennessee, Jackson, Tennessee and Knoxville, Tennessee. TFS, as a licensed Broker/Dealer and Registered Investment Adviser, offers planning and investment services to a select clientele of successful businesses and professionals.
Retirement Benefits Rank
Market Laggard
SAGESPRING WEALTH PARTNERS, LLC
SAGESPRING WEALTH PARTNERS, LLC
Franklin, Tennessee
100-499 employees
SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IA Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values. Core Values: 1. Always put our clients’ best interests first. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, don’t expect it. 5. Don’t let emotions cloud judgment. 6. Make time for community. 7. Develop students and learners. 8. Never accept shortcuts. 9. Communicate with clarity and purpose. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Competitive
SOUTHERN OAK WEALTH GROUP, LLC
SOUTHERN OAK WEALTH GROUP, LLC
Brentwood, Tennessee
1-24 employees
As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.
Retirement Benefits Rank
Top Benefits
TPG FINANCIAL
TPG FINANCIAL
Franklin, Tennessee
1-24 employees
TPG (Nasdaq: TPG) is a leading global alternative asset management firm founded in San Francisco in 1992 with $137 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.
Retirement Benefits Rank
Below Market
BAILEY SOUTHWELL & CO.
BAILEY SOUTHWELL & CO.
Brentwood, Tennessee
1-24 employees
Bailey & Company (“Bailey”) is a Nashville-based merchant banking platform focused on growth and late-stage healthcare and technology companies. Through the firm’s M&A advisory and strategic fund businesses, Bailey supports strong management teams that have built scalable platforms by providing strategic insights, world class advice, and access to one of the most diverse networks of industry experts. Our team of experienced professionals approach each engagement with the highest level of service, integrity, and objectivity and bring decades of industry expertise to execute complex transactions for some of the most sophisticated entrepreneurs, owner/operators, buyout groups, and strategic players. Whether providing advice to an entrepreneur-owned business or executing a complex corporate divestiture, our professionals provide tailored services to exceed our client’s goals and objectives. Our team has closed over 200 transactions for more than $15B of Transaction Value. Our professionals are operationally driven having served as senior executives for start-ups, mid-size businesses, private investment firms, and Fortune 500 companies and bring a unique perspective that comes only from having actually operated businesses. Industry Focus: Healthcare Services * Physician Practices * Behavioral Healthcare * Facilities and Alternate Sites Payer Services * Cost Containment Solutions * Medical Review * Ancillary Benefit Management Healthcare Technology * Health Management Software & Services * Consumer & Mobile Health * Population Health Management Tech-Enabled Services * Business Intelligence & Analytics * Engagement Solutions * Connected Devices
Retirement Benefits Rank
Below Market
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
Brentwood, Tennessee
25-49 employees
Virtue Capital Management is a client-centric, hands-on SEC registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each individual client’s unique investment goals, provides exceptional back office support and an industry leading level of service. Virtue Capital Management is committed to bringing dynamic, well-researched, investment techniques, strategies and portfolio’s to investment advisors and their clients. As an investment advisor, you are in charge of each of your client’s financial landscape. Every model does not fit every client; at Virtue Capital Management we stress client-driven financial planning, one client at a time. Well researched financial planning is the industry standard for Registered Investment Advisors. At Virtue Capital Management, this is our starting point. At Virtue Capital Management, we utilize a holistic approach so that everything that impacts your personal situation is taken into consideration. Virtue Capital Management services are provided to our hand-picked network of professional investment advisor representatives who alone have rights to use our proprietary investments and our specialized model portfolios. This support allows our advisors to put the focus where it belongs, on you. At Virtue Capital Management, our goal is for you to build a customized financial strategy with our expert advisors that fits your financial goals now and in the future. Life is not a sprint, it’s a marathon and at Virtue Capital Management we live by this with every financial model we offer so that you know your future is not just about tomorrow.
Retirement Benefits Rank
Market Competitive
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WEALTH STRATEGIES PARTNERS, LLC
WEALTH STRATEGIES PARTNERS, LLC
Brentwood, Tennessee
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Laggard
LEGACY INVESTMENT PLANNING LLC
LEGACY INVESTMENT PLANNING LLC
Franklin, Tennessee
1-24 employees
Legion Healthcare Partners (LHP) is a group of healthcare executives, clinical advisors and domain experts. We focus on a P3 model which provides turnkey solution and remove barriers to entry for Proton Therapy (financing, development, management and operational expertise). By definition, LEGION means an immeasurable crowd, vast host, multitude or number of people. Our LEGION takes the fight against cancer to heart. Collectively, we provide unmatched experience and a fundamental yet sophisticated, data & analytics driven business model. Legion provides solutions which reduce risk and cost in the delivery of proton therapy as a clinical solution. Legion will continue to expand access to proton therapy not only by providing the technology to markets in need but also through historically proven operational solutions, proprietary operational analytics, accredited proton therapy education and training and research & development.
Retirement Benefits Rank
Market Competitive
EVENT ONE FX, LLC
EVENT ONE FX, LLC
Franklin, Tennessee
25-49 employees
Event One FX, LLC is a live production special effects company with an emphasis on pyrotechnics, close proximity fireworks, flame, cryogenic/CO2, and custom effects. E1FX serves corporate, concert, and sporting events arenas. Whether you are planning a small private gathering or entertaining millions on network television, E1's expert design team and state of the art technology will certainly make your ideas come to life. While special effects are fun and exciting for an audience, E1FX places safety and security as the number one priority for a successful show.
Retirement Benefits Rank
Below Market
MCFARLIN CAPITAL, LLC
MCFARLIN CAPITAL, LLC
Murfreesboro, Tennessee
1-24 employees
McFarlin Capital, LLC is a wealth management firm that specializes in creating portfolios tailored to each individual and his or her personal needs. Our investing strategy is designed to preserve principal, generate above-market income and reduce volatility. Our team of passionate professionals is united in its commitment to maintain the highest measure of integrity, skill and communication in our relationship with you, our client. We vow to be certain in understanding your financial position and provide you with only exceptional service, expert advice and best-in-class products to help you pursue your financial targets.
Retirement Benefits Rank
Market Laggard
JEFFREY GALL WEALTH ADVISORS
JEFFREY GALL WEALTH ADVISORS
Franklin, Tennessee
All Size Average employees
As founder and owner of Jeffrey Gall Wealth Advisors, located in Walnut Creek, California, I provide comprehensive personal advice to a select group of successful business owners, executives, retirees and affluent families who want practical and objective ideas tailored to their estate planning, investment and retirement planning needs, all delivered with the personalized, attentive service you expect and deserve. Knowledge is power, but wisdom is the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to helping people just like you create wise strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies appropriate to your situation. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people as they strive to build a solid financial foundation for the future. Jeffrey Gall is a registered representative with and Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. Financial Planning offered through Jeffrey Gall Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which I am registered to conduct securities business visit my website: www.jgwealthadvisors.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
LEVINE GROUP, LLC
LEVINE GROUP, LLC
Brentwood, Tennessee
All Size Average employees
Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives. We strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Certain appropriately licensed individuals of Levine Group, LLC are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures http://www.finra.org/ https://www.sipc.org/
Retirement Benefits Rank
Below Market