Choosing the right financial advisor in Hendersonville is about more than just numbers—it’s about finding a trusted partner who understands Tennessee’s tax landscape, retirement planning needs, and the unique pace of life in Sumner County. Locals should look for advisors who offer transparent fee structures, hold relevant certifications, and come highly recommended by neighbors who’ve put their financial futures in those hands. The following ten professionals have earned perfect 5.0-star ratings from their clients, making them excellent starting points for your search.
1. William Styles - COUNTRY Financial Agent — 102 Hazel Path # 2, Hendersonville, TN 37075 | 5.0 stars (67 reviews) With a spotless 5.0-star rating backed by 67 reviews, William Styles is a well-known face along Hazel Path. He specializes in combining insurance and investment strategies, a practical choice for Hendersonville families who want a single point of contact for both protection and growth.
2. Eric Berner, Partner - Rock Castle Wealth Advisors — 100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075 | 5.0 stars (31 reviews) Eric Berner brings a partner-level depth of experience at Rock Castle Wealth Advisors, located in the heart of Hendersonville’s financial corridor. His 5.0-star rating and 31 reviews reflect a client base that values clear communication and comprehensive wealth management.
3. Chad Richards, Partner - Rock Castle Wealth Advisors — 100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075 | 5.0 stars (31 reviews) Working from the same Bluegrass Commons office as Eric Berner, Chad Richards is a co-partner who shares that 5.0-star rating and 31-review count. Together, they offer Hendersonville residents a collaborative team approach—ideal for clients who appreciate having two experienced advisors review their plan.
4. Apex Financial Planning — 1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066 | 5.0 stars (17 reviews) Though based in nearby Gallatin, Apex Financial Planning serves many Hendersonville clients and holds a perfect 5.0-star score from 17 reviews. They focus on fee-only financial planning, which can be a refreshingly transparent option for locals who want advice without commission conflicts.
5. Guided Wealth Financial Partners, LLC — 132 Maple Row Blvd Ste. 440, Hendersonville, TN 37075 | 5.0 stars (9 reviews) Right on Maple Row Boulevard, Guided Wealth Financial Partners has earned a 5.0-star rating from nine clients who praise their personalized service. This boutique firm is a strong fit for Hendersonville residents who prefer a smaller, more relationship-driven advisory experience.
6. Edward Jones - Financial Advisor: Brian S Homra — 100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075 | 5.0 stars (4 reviews) Brian Homra operates out of the same Bluegrass Commons hub, providing Edward Jones clients with a familiar national brand supported by local, individualized attention. His 5.0-star rating from four reviews shows that even a newer practice can deliver standout service right in Hendersonville.
7. Edward Jones - Financial Advisor: Crystal Banning, ChFC® — 125 Goodview Way Ste 140, Gallatin, TN 37066 | 5.0 stars (3 reviews) Crystal Banning, a Chartered Financial Consultant® based in Gallatin, offers the Edward Jones network’s resources with a personal touch. Her perfect 5.0-star rating from three initial reviews suggests she’s building a loyal following among Sumner County residents.
8. Edward Jones - Financial Advisor: Todd A Johnson, CFP® — 100 Bluegrass Commons Blvd Suite 320, Hendersonville, TN 37075 | 5.0 stars (2 reviews) Todd Johnson is another Edward Jones advisor in the Bluegrass Commons suite, and his 5.0-star rating from two reviews reflects early satisfaction from clients. As a Certified Financial Planner™, he brings a credential that many locals consider essential for comprehensive retirement planning.
9. Edward Jones - Financial Advisor: David J Maupin, CFP®|ChFC® — 1303 5th Ave W B, Hendersonville, NC 28739 | 5.0 stars (1 review) David Ma