Nashville Financial Advisor & Fiduciary Committed to Achieving Your Financial Goals

You’re working hard to create wealth. Place your trust in the Nashville financial advisor & fiduciary who’s invested in your wealth management goals.


Financial Planning

Get a custom, 'living' plan in line with your goals.


Wealth Management

Grow your wealth with sound strategies and trusted experience.


Retirement Planning

Ensure you have the money you need to retire comfortably.


Employer Retirement Plans

Provide 401K plans that attract top talent and offer tax planning benefits.

It’s more important than ever to get your money working as you grow and secure wealth for the future. With so many investment options out there, knowing who to trust can be challenging and overwhelming.

Fiduciary Financial Advisor and Certified Financial Planner (CFP®) located in Franklin, TN. Wealth Management, unbiased advice and recommendations. William Bevins works as a fiduciary who puts his client's interests first. Recommendations are based on your goals--not commissions.

“My commitment is to work as hard for my clients as they did to earn and save the wealth they created over their lifetime. As a fiduciary, I answer only to them and value the relationships I continue to build.”

— William Bevins, CFP ®, CTFA

Why William Bevins is different compared to other financial advisors in Nashville

Custom Portfolios

William Bevins takes the time to understand your goals and risk tolerances in order to build a custom portfolio that helps your capital grow.

Fee Only ( Zero Commissions)

A well defined wealth management fee structure means our success is tied directly to your performance so you’ll never have to question our intentions.

100% Transparency

As a Fiduciary, William Bevins is registered with the Securities and Exchange Commission (SEC). All assets are managed in-house and leverage conservative financial models, ensuring your money is always working for you.

Relationship Driven

William Bevins treats each relationship as a true partnership. He gets to know you, understands your objectives and…stays in touch.

If you’re looking for a Nashville financial advisor and fiduciary that’s truly focused on your wealth, reach out today.

Book a Free Consultation

It’s time to invest in a financial advisor that works hard for your money. To learn more about how we can help, call 615-469-7348 right now, or fill out the form below.


25 Years of Sound Financial Advice and Investment Experience for the Nashville, TN Community and Surrounding Areas

“If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success.”

Financial Advisor and Wealth Management services offered by fiduciary advisor and CERTIFIED FINANCIAL PLANNER™ William Bevins. As a Fee-Only advisor offering unbiased advice and recommendations, William's career has focused on helping individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation.