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We know that finding a qualified financial advisor at a fair price can be difficult, so we want to make this an easy process.

Lyndale Financial is a fee-only financial planning firm based in Nashville, TN. We provide comprehensive financial planning and investment management services to clients both locally and across the country.

We don’t sell any products, receive commissions, charge based on how many assets you have invested with us, or have any hidden fees. We are held to the Fiduciary Standard, which means we are personally liable if we give bad advice.

Simply put, you should hire Lyndale Financial if you want to:

  • Organize your finances utilizing state-of-the-art financial planning software

  • Identify your personal goals and determine how to plan for them financially

  • Implement an investment plan that is low-cost, easy to manage, and supported by academia

  • Find tax strategies to reduce your tax bill and improve your financial plan

  • Determine the insurance protection you truly need

  • Protect your family’s finances with an appropriate estate plan

 

 

Curious if we're a good fit? Have a topic you'd like discussed on the blog? Please contact us by phone, email, or leave a message below. We look forward to talking!

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Contact Information

T: 615-852-7103

E: ross@lyndalefinancial.com

By Appointment Only:

Monday - Thursday

8:00 - 5:00

Nashville, TN