Nashville

Proudly Serving the Southeast

Nashville

214 Overlook Cir
Suite 200
Brentwood, TN 37027

John Seigenthaler Pedestrian Bridge, Nashville, lit up at night with city skyline backdrop
Buckingham Strategic Wealth’s Nashville team offers personalized investment management and wealth planning to help make your dreams a reality. Our wealth advisors are fiduciaries that bring you comprehensive, evidence-based investment management and wealth planning for your specific financial situation. The Nashville team joined Buckingham in 2019 but has long served as trusted advisors to clients in the area. We help you meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to bring Buckingham’s vast resources, investment research and educational tools to our clients while maintaining the highly personalized service you have come to expect.
John Seigenthaler Pedestrian Bridge, Nashville, lit up at night with city skyline backdrop

A message from

Joshua Parker

Wealth Advisor

As fiduciaries, we’re driven by our commitment to doing what’s in the best interest of our clients, not selling, commissions, or conflicts of interest. We manage portfolios holistically with investment knowledge, clarity about your financial picture and a genuine commitment to helping you reach your goals. We provide solid, long-term financial advice that adheres to our evidence-based investment strategies.

Our team collaborates with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address every intricacy of our clients’ financial lives and solve their most complex financial needs.

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

    Read the article

  • November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

    Read the article

  • October 21, 2024

    Romance in Retirement: Financial Considerations When Marrying Later in Life

    Marrying in retirement may come with tax, estate planning and financial ramifications.

    Read the article