Everett Wealth Management – Nashville
Berry Hill, TN
Financial advisory firm offering personalized retirement, estate, and debt management planning
Quick Facts
Category: Financial Advisors
Address: 2931 Berry Hill Dr #100, Berry Hill, TN
Phone: (615) 297-3434
Website: https://everettwealthmgmt.com
Service area / notable facts: Second office located in Medina, TN; free introductory consultation offered
Overview
Everett Wealth Management is a financial advisory firm based in Nashville’s Berry Hill area, with a second office in Medina, TN. The firm offers a broad range of services, including retirement planning, financial advising, debt management, and estate strategy, along with goal-setting, cash flow management, and risk management.
The firm’s central approach explicitly rejects a “one-size-fits-all” mentality. Instead, it analyzes each client’s risk tolerance and time horizon individually to develop personalized strategies. This philosophy carries through to how it serves different client groups — including those approaching retirement, small business owners, working professionals, and women clients in particular, each with customized solutions.
Everett Wealth Management’s core goal is described as coordinating “every aspect of a client’s financial picture” — meaning the firm goes beyond investment returns alone to bring debt, estate, retirement, and cash flow together into one cohesive plan. The firm also offers prospective clients a free introductory consultation, providing a no-commitment first point of contact.
Long-term client relationships and open communication are themes frequently emphasized on the firm’s website. Its Berry Hill location, close to Nashville’s music industry and small-business-dense area, provides a practical access point especially for local entrepreneurs and independent professionals.
Services
- Retirement planning
- Financial advising
- Debt management
- Estate strategy
- Cash flow management
- Risk management
- Goal-setting consultations
What Sets Everett Wealth Management Apart
- Rejects “one-size-fits-all” planning in favor of individualized strategies
- Tailored solutions for retirees, small business owners, professionals, and women clients
- Coordinates all aspects of a client’s financial picture, not just investments
- Free introductory consultation with no financial commitment
- Two office locations: Berry Hill and Medina, TN
Frequently Asked Questions
What services does Everett Wealth Management offer?
Retirement planning, financial advising, debt management, estate strategy, cash flow management, and risk management.
Does Everett Wealth Management offer a free consultation?
Yes, prospective clients can schedule a free introductory consultation.
Where are Everett Wealth Management’s offices located?
Berry Hill, TN (Nashville area) and Medina, TN.
Location & Contact
- Address: 2931 Berry Hill Dr #100, Berry Hill, TN
- Phone: (615) 297-3434
- Website: https://everettwealthmgmt.com
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