Mt. Juliet Advisors is an independent financial planning and wealth management firm based in Mt. Juliet, Tennessee. The firm helps individuals and families work toward their financial goals through advice designed to consider the broader picture of their financial lives. Its services include retirement, investment, estate, insurance, and tax planning, as well as guidance on money and lifestyle matters.

Mt. Juliet Advisors describes its approach as trusted, transparent, and relationship-focused. Its fee-based wealth management is not driven by commissions, and its independence allows the firm to consider a range of investment options rather than only products from one company. The firm aims to act as a client’s partner, coach, and guide, prioritizing advice suited to each client’s circumstances.

The planning process begins with a discovery meeting to discuss a client’s situation and goals. If both sides decide to proceed, the firm gathers information, develops and implements a plan, and monitors progress through regular reviews and follow-ups. Mt.