Financial Advisors for Business Owners and Entrepreneurs in Tennessee
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Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Ryan Johnson, CFP®, BFA™
11 Client Reviews
"Our experience working with Ryan since early 2024 has been fantastic. Every meeting we have is filled with incredible insights, and we always leave knowing he really gets us and that we are on the right path.
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Pillar Wealth
11 Client Reviews
"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Matt-Magee, CFP®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Purpose Financial Planning
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
Showing 1 - 10 of 11 results
FrequentlyAsked Questions
Should a business owner hire a financial advisor?
Yes—especially if your business income affects your personal finances. A specialized advisor can help reduce taxes, manage cash flow, and plan your long-term exit.
How much does a financial advisor cost for business owners?
Business advisors typically charge 0.5%–1.5% of assets under management, or $1,000–$5,000 for project-based plans. Some offer hourly rates between $150 and $400.
Can a financial advisor help with paying yourself from an LLC or S-Corp?
Yes. They help structure compensation, distributions, and tax-efficient payroll that aligns with your entity type and long-term financial goals.
Is a financial advisor worth it for small business owners?
In most cases, yes. The right advisor can help reduce taxes, increase profitability, and ensure you’re building wealth both in and outside your business.
How Financial Advisors Help Business Owners and Entrepreneurs
Running a business means your personal finances are deeply tied to your company's success. That’s why business owners and entrepreneurs benefit from working with financial advisors who understand both sides of the equation.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
Not sure who’s right for you as a business owner/entrepreneur? Answer a few quick questions, and we’ll introduce you to someone who fits.
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