Nashville Financial Advisor & Planner Committed to Achieving Your Financial Goals
You’re working hard to create wealth. Place your trust in the Nashville financial advisor & planner who’s invested in you.
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.
As a Fiduciary Financial Advisor and Certified Financial Planner (CFP®) located in Franklin, TN, William Bevins works as a fiduciary who puts his clients interests first. Part of the Cypress Capital team, his unbiased 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 planner 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.
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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.”
With over 18 years of planning and investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment management goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.