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.
Get a custom, 'living' plan in line with your goals.
Grow your wealth with sound strategies and trusted experience.
Ensure you have the money you need to retire comfortably.
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.
“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
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.
My clients are regular people and are typically young professionals, individuals who are nearing retirement, business owners, entrepreneurs who aspire to retire and families. As a CERTIFIED FINANCIAL PLANNER™, my training afforded me the ability to assist people through almost any circumstance. Millennials and GenXers, you are cordially invited too.
Unless you're willing to make a commitment to improving the state of your finances, this opportunity is not for you. The people who I am best able to assist either take their financial future very seriously or understand what retirement looks like, but are unclear about how to make it a reality. My purpose is to assist clients in achieving their financial objectives.
Not at all. To provide you with a greater degree of convenience, we have adopted technology to connect with you remotely. We hope this option will open the door for you to make your life easier by being able to speak with us more efficiently and effectively, even when your schedule is increasingly hectic. We are delighted to have the opportunity to meet you in person, though we also understand that your time is valuable. By hosting our meetings virtually, we are able to stay connected with each other while also having the flexibility that comes along with it.
Yes. Being registered with the SEC allows me to work with anyone within the US. Clients receive the same personalized services whether they reside in Brentwood TN or Brentwood CA.
By crafting financial strategies that integrate your investments, insurance policies, and estate plans in the most efficient way possible, I create tailored plans specifically built for each of my clients. This sophisticated system was created to assist clients in achieving their financial objectives and safeguarding their benefits for the future.
My approach is to provide my clients with an in-depth education of their plan, the strategies involved, and what success looks like. This way they are well-informed throughout our journey together.
Yes, our firm is composed of seasoned CFP® and CFA® professionals, who are dedicated to providing exceptional asset management services for our valued clients. In my opinion, keeping asset management within the firm fosters a greater sense of continuity and provides more tailored solutions to our customers. You can find more information on my Models page.
No - I am not in favor of requiring an account minimum. It is my mission to empower individuals of all backgrounds to begin investing and establishing their retirement plans, regardless of the size of their current wealth. My mission is to assist as many individuals as possible, and having a minimum account requirement impedes that vision.
A Certified Financial Planner (CFP®) holds the distinction of being a recognized expert in financial planning, taxation, insurance policies, estate planning and retirement management. The Certified Financial Planner Board of Standards, Inc. proudly owns and grants the CFP designation to those individuals who not only pass their initial exams but also commit themselves to consistent yearly education programs that help them maintain their professional knowledge and certification. Learn more about the CFP® designation here.
A fee-only financial advisor is paid directly by clients for their services, be it a flat fee, hourly rate, or a percentage of assets under management. A fee-only financial advisor can never be paid a commission for selling an investment or financial product.
In my opinion, being a fee-only financial advisor is the best way to align my client's interests with my own - thus reducing potential conflicts of interest or issues with fiduciary responsibility.
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary, requires being bound ethically to act in the other's best interests.
The fiduciary standard of care requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice.
Yes. In addition to my Fiduciary oaths as a Registered Investment Advisor representative and a CFP®, I also pledge to always follow these five principals:
- Your best interests will always be my top priority.
- I pledge to maintain impartiality and avoid any conflicts of interest.
- Exercise my utmost care, expertise, and sagacity as a professional to make prudent decisions.
- I vow to be honest with you and transparently disclose any facts that are essential for your knowledge.
- To ensure complete transparency and fairness, I will fully disclose and properly address any potential conflicts of interest that may arise.
Take the first step by contacting me to arrange a complimentary initial consultation. Complete the contact form here. I look forward to hearing from you. Your financial goals can be achieved with straightforward financial guidance.
No - Our first meeting is complementary. I keep these meetings open ended. We can go over anything you feel is important. No obligation.
Yes - I can provide a second opinion. Wealth management and financial planning requires consistent and recurring attention for both the client and financial advisor. If you have lost contact with your advisor, let's chat. I would be happy to review your current investments.
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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.