What does a financial advisor in Nashville do?

A financial advisor may help individuals, families, executives, professionals, and business owners organize their finances, evaluate investments, plan for retirement, manage risk, coordinate with tax and legal professionals, and pursue long-term financial goals.

Does High Knoll Wealth Advisors serve Green Hills and ZIP code 37215?

High Knoll Wealth Advisors has a Nashville office at 40 Burton Hills Boulevard, Suite 200, Nashville, TN 37215, serving clients in Green Hills, Burton Hills, Nashville, Davidson County, and surrounding Middle Tennessee communities.

How do I choose a financial advisor in Nashville?

Evaluate the firm's services, experience, compensation, fiduciary obligations, qualifications, investment approach, regulatory disclosures, client-engagement process, and suitability for your circumstances.

What is a fee-only financial advisor?

A fee-only financial advisor is generally compensated directly by clients rather than through commissions from financial-product sales. Prospective clients should review current disclosures and written fee agreements.

What is the difference between a 3(21) and 3(38) fiduciary?

A 3(21) investment fiduciary generally provides investment advice while the plan sponsor retains investment decision-making authority. A 3(38) investment manager generally has discretionary authority to select and monitor plan investments within the scope of a written agreement.

What retirement-plan services are available to Nashville employers?

Services may include investment monitoring, investment-menu review, Investment Policy Statement support, benchmarking, performance reporting, fiduciary-process support, plan governance, and employee retirement education.

Can a financial advisor help after an inheritance or business sale?

Financial planning after an inheritance or business sale may involve investment decisions, liquidity, taxes, estate planning, charitable giving, risk management, and retirement planning.

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Comprehensive Financial Planning

At High Knoll Wealth Advisors, we provide personalized financial guidance designed to help you preserve and grow your wealth across generations. We believe that personal financial planning should be as unique as you are. We act as your financial accountability partner, helping you navigate complex life transitions—from pre-retirement planning to legacy planning. Our firm provides:

Investment Portfolio Management: Customized strategies, not off-the-shelf products.
Retirement Income Planning: Helping you transition from saving to spending with confidence.
Tax-Aware Investment Management: We work as a tax-planning financial advisor to improve your portfolio's tax-efficiency.
Estate Planning Coordination: Working alongside your legal team to prepare your estate plan.

High-Net-Worth & Complex Planning

For our affluent clients, we offer specialized private wealth management. Whether you are dealing with concentrated stock planning, sudden wealth, or inheritance, our team provides the strategies necessary for your situation. We act as awealth advisor for executives, physicians, attorneys, and entrepreneurs, focusing on multigenerational wealth planning and charitable giving strategies that align with your long-term values.

Employer Retirement Plan Consulting

High Knoll Wealth Advisors is a 401(k) advisor in Nashville. We help plan sponsors manage risk, streamline operations, and create retirement plans that truly serve their employees and contribute to the overall success of the organization.

Employee Financial Wellness

We believe that a great 401(k) plan is a powerful tool for employee retention and recruitment. We offer:

Employee Financial Education: We facilitate workshops to improve workplace financial wellness and 401(k) participation rates.
Customized Retirement Plans: We specialize in safe harbor 401(k) plans, cash balance plans, defined benefit plans, SEP IRAs, and SIMPLE IRAs.
Nonprofit & Professional Practices: We provide 403(b) advisor services for nonprofits and customized retirement plan design for law firms and medical practices.

3(21) vs. 3(38) Fiduciary Guidance

We help you understand your role and can act as an outsourced 3(38) investment manager, taking discretionary responsibility for your plan's investment menu. Learn more about how we assist retirement plan sponsors.

Integrated Business & Personal Planning

Running a business in Nashville requires a dedicated partner. We offer support for entrepreneurs, small business owners, and professional practices.

We bridge the gap between your company's success and your personal financial goals. Our services include:

Business Succession & Exit Planning: Helping you prepare for the sale of your business or a smooth transition to the next generation.
Small Business Wealth Advisor Services: From tax planning to retirement benefits, we help you leverage your business to build personal wealth.
Retirement Strategies for Business Owners: Whether you are an entrepreneur or a medical practice owner, we build plans that maximize savings and provide tax efficiency.

Wealth Management for Business Owners & the Trades

We have deep experience helping Nashville's unique business sectors thrive. We serve as a dedicated wealth advisor for contractors, construction companies, HVAC businesses, electricians, and plumbing companies. Our team understands the nuances of the trades, helping business owners provide excellent employee retirement benefits while managing their own personal wealth.

LOCAL, TRANSPARENT ADVISORS

Led by Ryan Patterson, our Nashville team combines local market knowledge with institutional-level resources. High Knoll Wealth Advisors provide:

Fiduciary Commitment: As a fee-only firm, we provide objective, commission-free advice.
Local Focus: Our office at 40 Burton Hills Boulevard allows us to provide hands-on service to clients in Green Hills (37215), Davidson County, and throughout Middle Tennessee.
Proven Process: From our initial portfolio review to ongoing investment risk analysis, our process is transparent and goal-oriented.

Ryan Patterson
Wealth Advisor

Ryan Patterson brings nearly two decades of entrepreneurial leadership to High Knoll Wealth Advisors. A graduate of Western Kentucky University, he holds degrees in both Finance and Marketing as well as a Certificate in Financial Planning.

Ryan built a successful contracting business from the ground up, expanding it to two locations serving the mid-south. For 18 years, he led and operated the company, demonstrating the drive, resilience, and client dedication that define his professional approach today. While his career in business was rewarding, Ryan always maintained a strong passion for financial markets. The challenges of the COVID era prompted him to re-evaluate his long-term goals and pursue his true calling in wealth management.

Known for his work ethic and client-first mindset, Ryan strives to deliver thoughtful financial strategies and build enduring relationships. He thrives when social and active, enjoying mountain biking, learning new skills, and spending time on adventures with his family.

Contact Our
Green Hills Office

High Knoll Wealth Advisors - Nashville

40 Burton Hills Boulevard, Suite 200
Nashville, TN 37215

Phone:

(615) 621-5330

High Knoll Wealth Advisors is your partner in financial success. Contact us today to learn more about how our wealth management services can help you reach your goals.

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High Knoll Wealth Advisors, LLC ("HKWA") is a registered investment adviser offering advisory services in Kentucky, Tennessee, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HKWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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HKWA operates as a registered investment advisor in the state of Kentucky. We may only transact business in those states where it is appropriately registered or excluded or exempted from registration. The distribution of information on the HKWA website is intended for general information purposes and should not be construed by any consumer or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by HKWA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of HKWA, please contact the state securities regulators for those states in which HKWA maintains a registration filing. A copy of HKWA’s current written disclosure statement discussing HKWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HKWA upon written request. HKWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HKWA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if High Knoll Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of High Knoll Wealth Advisors by any of its clients. Rankings published by publications and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. High Knoll Wealth Advisors does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.