Lebanon TN Certified Financial Planner

William Bevins is a CERTIFIED FINANCIAL PLANNER™, serving as a Lebanon, TN fiduciary financial advisor. Clients receive unbiased advice in the areas of retirement planning & wealth management. Each client receives personalized attention and a structured portfolio designed to meet individualized investment goals. As a fee-only advisor, the services provided are conducted with transparency, without hidden costs.

How a CFP® Professional Can Help

The CERTIFIED FINANCIAL PLANNER™ designation is considered the gold standard of financial advisors. Their training and experience coupled with a mandate to serve clients as a fiduciary makes their unbiased advice second to none. William Bevins is a CFP® and financial advisor serving clients in Lebabon, TN and surrounding areas. He’ll use his experience to build a financial plan that addresses savings, reduced spending, tax-efficient investments, and the importance of a diversified portfolio of investments. 

William will also see that you have a comprehensive financial plan that can stand up to life's unexpected challenges. To learn more about his how retirement planning and wealth management can benefit you, contact our office today. 

william-bevins-circle-2 (1)

“I joined Cypress Capital as an independent fiduciary financial advisor because they aligned with my core value of putting people first. I’m grateful for the relationships I’ve built with my clients and for the trust they place in me to manage and grow their assets.”

As Seen In


Structured Retirement Planning

While it may seem years away, your last day on the job will be here before you know it. Make sure that you have the funds to actually enjoy your golden years through structured retirement planning with William Bevins. William works with clients to create retirement plans that will make your assets last, cover expenses, and plan for cost adjustments along the way. We create custom retirement plans that are designed to address your most common concerns. Remember, saving for retirement is essential, but William Bevins will help you secure your future with a continuous source of income. Whether you need support while you’re working, when you’re close to retiring, or when you’ve officially retired, we have you covered.

Individual and Employer Sponsored Retirement Planning

Each person has different goals and dreams when it comes to retirement. Despite what the differences look like, the fact is, everyone's goal is the same: build enough savings to last for the rest of your life. To reach your goals start with a retirement plan that creates enough wealth to cover your annual expenses and is flexible enough to adjust for cost of living adjustments. Starting early is always a great idea when saving for the future. To achieve all of these goals and more, work with a Lebanon, Tn retirement planning and wealth management advisor, William Bevins who has the training and experience to help.

If you are an employer and are interested in attracting top talent, consider starting an employer sponsored retirement plan. These plans help employees build wealth, reduce current income tax, and save for the future. Contact William Bevins to learn which retirement plan is best suited for your business and how to implement a company sponsored plan your employees are asking for. Contact our office today.


Is Your Financial Advisor A Fiduciary?

As an investor, it's crucial to ask whether the advisor you're considering hiring is a fee-only, fiduciary advisor or not before taking on their services.

A trustworthy advisor will always be transparent and willing to discuss topics as a fiduciary. Advisors who are not fee-only or fiduciary may fall into the categories of commission-only or fee-based. This means they could earn commissions from selling financial products to their clients. The situation is potentially problematic because the advisor's recommendations might not prioritize the interests of their clients.

Could you clarify the difference between a fiduciary financial advisor and a non-fiduciary advisor? Let's investigate how the role of a fiduciary impacts the recommendations you are given.

Advisors who are paid only by their clients for their services can work without any conflicting interests. This means that the professionals can operate according to the fiduciary standard, which mandates that they prioritize the best interests of their clients. Professionals such as financial advisors, bankers, attorneys, or public service officials are legally obligated to follow the fiduciary standard if they choose to commit to it.

A fiduciary advisor offers:

  • Their clients' best interests are always their top priority, and they consistently prioritize them above their own.
  • Their advice is based on their knowledge and expertise and is honest and fair.
  • Consistently demonstrate good decision-making abilities in their actions and suggestions.
  • Always avoids conflicts of interest.
  • Discloses all material facts.
  • To help clients identify suitability and manage investments based on their financial plan.


Why Millennials Need Financial Advice

A millennial financial advisor can help you with various financial matters such as investing your money, paying off debts, reviewing your tax strategy, and finding an estate planning attorney who can ensure the financial security of your potential beneficiaries, especially if there are underage children, in case of your death.

It can be challenging to differentiate between trustworthy economic and monetary data amidst the extensive pool of available information. It's important to note that even credible sources may disagree with each other. A millennial advisor can assist you in making impartial and informed decisions that are consistent with your objectives. An unbiased financial advisor can help you decide which goals are most important, create a plan to manage your money and ensure that your financial independence goals are realistic and attainable. Contact us for a retirement planning and wealth management consultation. 



rebalance investment portfolio

How to Rebalance Your Investment Portfolio

The initial asset allocation of your investment portfolio is crucial for long-term financial success. However, investments are not something that…

Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an…

Financial advisor vs financial planner: What’s the difference?

All licensed professionals are in fact advisors, but not all advisors are indeed financial planners.

How to Raise Financially Responsible Children

Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable…


Asset Allocation
Asset Management
Mutual Funds
Stock Options
College Planning
Stocks and Stock Market
Pension Plans
Financial Planning
Wealth Management
Retirement Planning
Fiduciary Advisor
Employer Sponsored Retirement Plans
401k Advisor


William Bevins is a licensed financial advisor in Lebanon, TN, and the surrounding communities. Our commitment to achieving your financial goals means that you’ll get personalized services paired with complete transparency. To learn more about how William Bevins can help you strengthen your financial plans, manage your wealth, or create a strategic retirement plan, contact us 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 Community

“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 investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving Lebanon TN as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.

Get In Touch

William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064


Copyright © 2021 William Bevins. All rights reserved.