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Guiding Busy Families To Financial Freedom

Trident Financial Planning was founded to provide busy professional families the resources and guidance they need to make sound financial decisions. 

Based in Nashville, TN and serving client households all over the country, Trident Financial Planning's goal is to deliver high-quality, personalized solutions tailored to your unique needs and situation.


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We work directly for our clients and represent their interests alone. Our independence means our research, recommendations, and guidance are focused on helping you achieve your goals and objectives, free from outside influences and control.


Simply, we are legally obligated to place your best interests ahead of our own. It seems strange to us that others would operate otherwise because putting the client first is just good business.

"When you're looking for answers to some of the most important questions in life, the last thing you want is a sales pitch."


No commissions, sales charges, hidden fees, or sales bonuses. Our compensation does not rely on which product you buy from us. Our fees are transparent and straightforward, so you'll feel confident you're getting advice based on your needs, not the size of our paycheck.

"Advisors should not be paid to sell you products. They should help you buy the right products they believe will best address your challenges."

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You're busy doing the things you love with the people you love. For something as important and as time-intensive as making the right choice for your family's finances, having an experienced and knowledgable partner on your side can mean the difference between success and failure. We have years of experience helping families like yours on the path to their financial freedom.

How do you value your time? And how do you value the confidence you feel knowing your finances are being handled by professional who personally knows your situation?

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We combine cutting-edge tools and tech with old-fashioned human interaction and communication to deliver an efficient, collaborative experience. 

Advances in financial planning and investment management software provide a highly integrated and sophisticated platform to lower investor's costs and improve the predictability of long-term projections. All available in plain English for your convenience.



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