Financial Advisors for HENRY (High Earner, Not Rich Yet) in Nashville
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Featured Financial Advisors
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
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.
Financial Advisors
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."
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
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."
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.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
Showing 1 - 7 of 7 results
FrequentlyAsked Questions
What is a HENRY in finance?
A HENRY, or “High Earner, Not Rich Yet,” refers to individuals with high incomes (often $100K–$500K/year) who haven’t yet accumulated significant wealth. They typically face challenges like student loan debt, lifestyle creep, and lack of time for financial planning.
Should high earners who aren't wealthy work with a financial advisor?
Yes. Financial advisors can help HENRYs balance debt repayment with investing, minimize taxes, optimize retirement contributions, and create a long-term wealth-building plan.
How do financial advisors help high-income earners build wealth?
Advisors assist with tax strategies, budgeting, equity compensation planning, and smart investing. They also help avoid common traps like lifestyle inflation and missed tax-saving opportunities.
Do financial advisors work with clients who don’t have $1 million?
Absolutely. Many fee-only fiduciary advisors specialize in helping high earners in the early stages of wealth building, including those who haven't reached seven-figure net worth yet.
What questions should a HENRY ask a financial advisor?
Ask: Are you a fiduciary?
How do you get paid?
What experience do you have with clients like me?
Can you help with tax planning and equity compensation?
What’s your investment philosophy?
How do you get paid?
What experience do you have with clients like me?
Can you help with tax planning and equity compensation?
What’s your investment philosophy?
What Does a Financial Advisor for High Earners (HENRYs) Do?
A financial advisor for HENRYs helps you build wealth faster by focusing on:
Debt payoff + investing: Create a plan that balances loan reduction and portfolio growth
Tax efficiency: Use deductions, deferrals, and investment strategy to lower tax burden
Retirement savings: Max out 401(k), IRAs, and HSAs with the right asset mix
Stock compensation strategy: Get expert help with RSUs, ISOs, bonuses, and equity
Lifestyle and budget control: Avoid spending creep and increase your net worth
Smart goal planning: Align spending and saving with big life goals—buying a home, launching a business, or reaching $1M net worth
These advisors don’t just manage assets—they help HENRYs think ahead, plan proactively, and build wealth on purpose.
Debt payoff + investing: Create a plan that balances loan reduction and portfolio growth
Tax efficiency: Use deductions, deferrals, and investment strategy to lower tax burden
Retirement savings: Max out 401(k), IRAs, and HSAs with the right asset mix
Stock compensation strategy: Get expert help with RSUs, ISOs, bonuses, and equity
Lifestyle and budget control: Avoid spending creep and increase your net worth
Smart goal planning: Align spending and saving with big life goals—buying a home, launching a business, or reaching $1M net worth
These advisors don’t just manage assets—they help HENRYs think ahead, plan proactively, and build wealth on purpose.
Not sure who’s right for you as a HENRY? Answer a few quick questions, and we’ll introduce you to someone who fits.
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